Course curriculum

  1. 1

    • Description

    • The Four Parts of Life

    • College Planning (Baby Policy)

    • Pension Maximization (Pen Max)

    • Supplemental Life Insurance for Retirement Planning (SLIRP) A.K.A Tax-Favored Retirement Account

    • Wealth Transfer (“Grandma Wilson”)

    • Premium Finance Life Insurance (SLIRP) Kaizen Planning

    • Premium Finance Life Insurance (Wealth Transfer)