Protecting Your Legacy: Estate Planning with Insurance

Course Objective
Teach how insurance fits into legacy goals, wills, and avoiding probate

Course Description:
Leave more than memories. This course explains how life insurance can be used as a tool for legacy giving, estate planning, and tax-efficient wealth transfer. You'll learn how to avoid probate, use beneficiaries wisely, and leave behind a meaningful, tax-free gift to your family, church, or favorite cause.

Perfect For:

• Individuals and couples planning their legacy
• People with assets who want to minimize taxes for heirs
• Anyone looking to include life insurance in their estate plan