Insurance & Divorce

Instructor

UIE

Phone

(253) 846-1155

Email

mail@uiece.com

Course Overview

  In today's world divorce touches everyone, affecting multiple types of insurance products.  This course is designed to educate the field agent on the needs experienced by those who have divorced or are in the process of divorcing.  It specifically touches on the concerns that might arise for an insurance producer who has previously been representing both of the divorcing parties.

 

   This does not attempt to give legal advice regarding the divorce itself and discourages insurance producers from attempting to give legal advice.  Instead, the course looks at insurance products that might be affected by the legal aspects of divorce.  Insurance & Divorce provides suggestions, resources, and information that field agents will find useful when his or her clients are divorcing.

Course Schedule

Chapter

Subject

Description

Chapter 1

The Reality

Financial planning and divorce.

Chapter 2

Many Professionals Involved

Division of assets and avoiding financial ruin.

Chapter 3

Insurance

The insurance consequences of divorce: Health, LTC, Disability.

Chapter 4

Maintaining Financial Balance

Financial foundation and managing risk through insurance.

Chapter 5

Protecting The Assets for Both

Retirement plans.

Chapter 6

Building A Retirement

After divorce – financial independence.

Chapter 7

Staying Ethical

The chapter on ethics covers ethical issues insurance producers may face when their clients divorce, but also touches upon the basic need for ethics in all phases of insurance production.

Additional Information

None.