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. |
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. |
None.