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This course provides an overview of some of the most common types of estate assets, as applicable to United States regulations.
Objectives:
- Identify different types of life insurance and the benefits of each
- Choose the insurance policy that best suits his or her situation
- Compare the options available with pension plans
- Recognize the saving options available other than pension plans
- Distinguish between the different types of business entities
- Determine the goals for the future of his or her business
Topics:
- Life Insurance
- Determining Coverage
- Pension Plans
- Other Ways to Save
- Your Business and Your Estate
- Other Business Considerations
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P500+ Processor, 128MB of RAM; Windows 2000, 2003, XP, Minimum screen resolution 800x600, Internet Explorer 5.5 or higher; Windows Media Player 9.0 or higher; Flash 8.0 or higher; 56K minimum connection; broadband (256 kpbs or higher) connection recommended; Javascript, DHTML and cookies enabled; Sound card with speakers or headphones strongly recommended.
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