Beyond Estate Planning: A Funeral Concierge plus Final Expense Life Insurance to Complete a Safety Net

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Details:

Beyond Estate Planning: A Funeral Concierge plus Final Expense Life Insurance to Complete a Safety Net is a free CE credit course sponsored by Everest Financial Services, for WFG associates only.

Learn how the new insurance category of Funeral Expense Insurance with Counselling Services,

  • Meets a specific, growing Canadian need.
  • Provides you with the “need to know” information and background for you to discuss intelligently about final expense funding and funeral insurance.
  • Opens doors—especially within diverse cultural communities who want information about this coverage.
  • Provides an opportunity for another sale to existing clients.
  • Helps you remain competitive in a competitive, product expanding market


This course will expand your knowledge of final expense funding options including funeral insurance. It will help prepare you to present options to clients in face-to-face interviews. Beyond Estate Planning explains how to calculate the final expense need from the many options and services that are available. It emphasizes communicating the value of sound advice, first at the time of planning and later at the time of need.

  • In order for you to complete the Everest - Beyond Estate Planning course, you must study the training materials carefully and answer the exam.
  • You must achieve at least 60% on the 16-question exam and agree to the WFG Code of Conduct in order to successfully complete the training.
  • You have unlimited attempts at the exam.

Question format: multiple choice

Questions per exam: 16 questions

Passing Grade: 60%