Content Provider
Diaswealth
Handout Materials
Presentation Slides
Additional Materials
FINRA
Webinar Technical FAQs
Free cpe webinars
Introduction to Life Insurance

INTRODUCTION TO LIFE INSURANCE

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 7, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

According to LIMRA, 59% of Americans have life insurance. With so many different types of policies available, it’s often another misunderstood financial product. Life insurance can be used as a death benefit, supplemental income in retirement, and long-term care. Learn the basics of how life insurance is sold, the types of policies, components, reasons to purchase, and tax treatment.

Learning Objectives:


  • Recall a general overview of life insurance

  • Identify necessary information to provide an understanding of the differences of who may or may not be a fit for life insurance

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(407) 801-2244

Diaswealth

Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.

 

  User-added image  User-added image

About Our Presenter

Diaswealth
At Dias Wealth, our team works with clients from many backgrounds plan for a successful financial future. We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.