A Surviving Spouse: Insurance Considerations and Financial Plans

The death of a spouse can introduce financial anxiety over what to do with the estate, not to mention the survivor’s financial security and future plans.

This course brings together those challenges to show considerations and consequences of a spouse’s death. It covers a broad range of insurance and investment matters relevant to the survivor.

The course equips you to plan ahead for both spouses and the survivor’s needs alone. You will better understand the magnitude of issues to be addressed, and the means by which answers can be found and implemented.

• Covers a broad range of insurance and investment matters relevant to a surviving spouse’s changed circumstances;
• Equips you to plan ahead for both spouses and the survivor’s needs alone;
• Adds to your perspective about retirement planning while delivering lots of can-do ideas.