Penn State

INS 8722A Insurance and Investment Planning for the Accounting & Legal Professional with Estate Planning Considerations




Course Details

This seminar will cover the following topics: life insurance (protection of family and business), advanced insurance planning (preserving estate values, second-death planning), health insurance (deductibles and co-insurance), disability income protection (basic definition etc.), employer sponsored and self-directed retirement plans (defined benefit, defined contribution, profit sharing, 401(k), salary savings, SEP, Keogh, IRAS, Annuities).



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Destiny One and Outreach