Cannon Financial Institute

Overview and Purpose of Estate Planning

The goal of this session is to familiarize participants with the client presentation in both the sales and technical aspects.

Through this program participants will understand wills and probate, gift taxation, rules of estate taxation, irrevocable life insurance trusts, trusts for minors, pooled income and charitable gift funds,  generation skipping transfer tax, and many more types of trusts.

This program can be tailored to meet the needs of your team. 

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

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