3 HOURS INSURANCE CE FOR MN & WI Capital Gains Taxes can be a financial burden for clients with accumulated wealth. This course discusses ways to reduce tax and maintain greater wealth through creative ideas like trusts, family partnerships, private annuities and 1031 Exchange.
Approved Insurance CE, Mortuary Science or CFP® Hours
3 Minnesota, 3 Wisconsin
Financial Matters, Investment Strategies, Life & Health, Tax Related Information
Bryan Ventures is a leading insurance continuing education provider. Each year we deliver thousands of insurance CE courses for insurance and financial planning professionals. We offer both live classroom insurance CE courses as well as online insurance continuing education credit hours which includes a variety of required insurance CE courses such as Ethics, LTC Partnership refresher, NAIC Annuity Suitability, and important continuing education classes accepted by the Certified Financial Planning Board of Standards (CFP®) like the CFP Board Code of Ethics.