Innovative new life insurance continuing education course approved in California

With the baby boomer generation retiring at ever increasing rates, professional advisors have realized that being up on the most recent changes in the exit planning and capital gains world is required to stay competitive in the market. To help professional advisors who work with clients selling real estate or businesses stay up to date on the most innovative and cutting edge exit planning strategies and practices, The Settlement Institute has created a new life insurance continuing education course on the new Structured Sale (annuity product) for capital gains deferral which can be found at

www.settlementinstitute.org.

“Over the first half of 2007 we’ve realized that there is a huge demand for quality education on effective exit strategies such as the Structured Sale from top professional advisors.”Comments Trevor Mauch, Assistant Director of The Settlement Institute. “We have had a steady stream of calls from Financial Planners and Life Insurance professionals on the Structured Sale Annuity so we knew that we had to create a high quality in-depth course on the strategy so professionals can learn how to put the strategy to work in their own business”.

The Structured Sale annuity is an annuity product created by a Fortune 50 life insurance company specifically for the purpose of helping sellers of highly appreciated assets defer capital gains taxes and collect a guaranteed stream of income. According to Mauch,“Now that the Structured Sale annuity market is really opening up with two of the worlds top life insurance companies now offering this product, we thought that it is important to educate professional advisors on the benefits, risks, and proper uses of the strategy.

Currently the 1 credit hour online life insurance CE course on the Structured Sale Annuity is certified in California, with targets to have the course certified in all 50 states by the first quarter of 2008. “California is the largest market right now which is why we have chosen to roll it out there first; however, professionals in other states will be able to take the course for CE credit very soon.” Explains Mauch.

The Structured Sale annuity life insurance CE course goes over the strategy from A to Z covering topics ranging from the annuity guidelines, tax and legal issues, uses of the annuity strategy, its history, how it compares to other strategies, and much more. e CE course on the new Structured Sale annuity for capital gains deferral you can viisit: