California - Estate Planning – 183591-218886-WCS (12 Credits)

This course offers an essential overview of estate planning fundamentals for insurance professionals. Covering wills, trusts, probate, powers of attorney, and the impact of federal estate and gift taxes, it equips agents to help clients preserve wealth and protect their legacy. The course also explores the strategic use of life insurance in estate planning, ethical considerations, and common planning pitfalls—empowering you to provide knowledgeable, compliant guidance on some of life’s most important financial decisions. Life & Health Agent Insurance CE Course.