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Introduction to Life Insurance

INTRODUCTION TO LIFE INSURANCE

Available Date(s)
Monday, February 08, 2021: 10:00AM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Finance
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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

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Carlos Dias Jr.

Dias Wealth
Founder and Managing Partner
carlos@diaswealth.com
(386) 931-3802

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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.

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About Our Presenter

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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.