Tax Issues for Life & Health Insurance

We cannot give legal advice, but we are expected to be able to explain an insurance policy, which is a legal document, to our customers. We cannot give tax advice either, but nearly every product we sell has or could have tax consequences attached to it. We are expected to know how our products work and that includes the tax issues. One question popular with “market conduct” people is; “…did you explain the potential tax issues of this transactions to the customer…”. So, while we do not give tax “advice” we are expected to be able to give tax information and answer our customers questions. This course will surprise many with the amount of tax issues we are involved with. 5 hours general credit. Tuition includes state filing fee. Larry J. Battaglia LL.B. is a Certified Instructor of Insurance for the States of Nebraska, Iowa, and South Dakota. Mr. Battaglia has been in the insurance profession since 1977 and has been a Certified Instructor since 1990. In addition to writing over 65 classes, Mr. Battaglia has moderated classes for Bank Iowa, St. Ambrose University, Career Achievement Insurance School, Lincoln Financial Insurance Co., AAA Nebraska, Mutual of Omaha, Primerica, AFLAC, Humana and numerous private agencies. 1 Session. Instructor: Larry J. Battaglia LL.B.