Planning for the future is essential—yet often delayed until a crisis forces difficult decisions. Without proper planning, families can face unnecessary confusion, financial strain, and lengthy probate processes at the very time they need clarity most. 

This course is designed to help individuals and families understand how thoughtful financial and insurance planning can play a meaningful role in protecting assets, honoring wishes, and creating a smoother transition for loved ones.

This educational session focuses on the foundational building blocks of legacy planning, with an emphasis on how life insurance and annuities are commonly used as tools to support income stability, beneficiary protection, and long-term planning goals. 

Rather than legal theory, the course provides practical, easy-to-understand guidance on how these financial tools fit into broader estate and legacy conversations.

Participants will explore:

 ✔️ The fundamentals of life insurance, including Term, Whole Life, and Indexed Universal Life (IUL), and how these products are…