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Summer Insurance CE

by The Dares Institute on Jun 28, 2010

Tax Saving Trusts

LIVE Course - No Exam! - 8 credits

Wednesday, July 7, 2010
8:30 am - 5:00 pm

Sheraton 4 Points Hotel
426 Main Ave, Norwalk, CT 06851

Tax Saving Trusts (6LH, 2 LRE)

This course covers the use of the living trust in estate planning and avoiding probate, distribution of assets, and estate tax savings. Irrevocable trusts, Life Insurance Trusts, and Generation Skipping Trusts are covered. Coordinating the trust with life, disability, long term care and health insurance policies is discussed.

8 Hour Course = $69.50

LH = Life & Health / LRE=Laws, Regs, Ethics

REGISTRATION

Protecting Retirement Assets from Taxation

LIVE Course - No Exam! - 8 credits

Wednesday, July 28, 2010
8:30 am - 5:00 pm

Holiday Inn
201 Washington Ave., North Haven, CT 06473

Protecting Retirement Assets from Taxation (6LH, 2 LRE)

Retirement savings & benefits comprise the single largest capital asset for many people at retirement. Ever-changing income tax laws and regulations are a constant and growing threat to these savings. This course reviews the applicable parts of the tax code and examines various strategies to minimize a family’s exposure that could be triggered by certain events or circumstances. The use of insurance as a hedge in these strategies is emphasized, as is the need for long term planning and constant review of individual programs to guard against changes in the tax code and individual family circumstances.

8 Hour Course = $69.50

LH = Life & Health / LRE=Laws, Regs, Ethics

REGISTRATION

Courses & Credits

Licensees may fulfill their continuing education requirements by earning the required credit hours as follows:

Producers must complete 24 credit hours. Of the 24 credit hours, at least 6 hours in each major line held, plus at least 3 hours in Laws/Reg/Ethics; and the balance in any type, line or combination.

Insurance CE Available in 2010
Because of the fact that about 70% of CT licensees are required to complete their CE in the ODD numbered years, schools will NOT be able to provide as many classes in 2010. Therefore, we STRONGLY urge you to plan accordingly.

Click HERE for our 2010 Schedule

Courses & Credits

Licensees may fulfill their continuing education requirements by earning the required credit hours as follows:

Producers must complete 24 credit hours. Of the 24 credit hours, at least 6 hours in each major line held, plus at least 3 hours in Laws/Reg/Ethics; and the balance in any type, line or combination.

The Dares Institute
866-588-8114