As Benjamin Franklin so eloquently stated, “There are only two certainties in life, death and taxes.” This course will help you aid your clients in both these pivotal planning areas by providing an overview of the three personal Federal tax areas as well as the use of trusts and other strategies to both save tax dollars and pass wealth to heirs.
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 and online insurance continuing education classes which includes a variety of required insurance CE courses such as Ethics, LTC Partnership refresher and NAIC Annuity Suitability. Bryan Ventures also has General CE approval for Minnesota Mortuary Science for some of our courses.