Estate and Financial Planning For Clients Living With Chronic Illness

Accreditation Wreath Icon AL
SKU: EST2900
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Chronic illnesses, many of which are undetectable to the naked eye, can profoundly impact a person’s life. This CLE course will explain some of the most common chronic illnesses and their repercussions and explain how the factors effecting your client should be assessed and applied when planning their financial future. The course will offer tips and strategies for gaining the necessary information from your client to properly understand the ramifications of the illness including life expectancy, disabilities and impairments and other factors which may impact estate planning.

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