3 CE: ID, MT, OR, WA
Karin Klaassen, CLU, LUTCF, Karin has over 27 years in the Insurance business serving the last 5 years with MetLife. She holds the CLU (Chartered Life Underwriter) and the LUTCF (Life Underwriter Training Council Fellow) designations.
Karin is a 12-year member of the Society of Financial Service Professionals, serving on its Board in 2013. For over 17 years (since January 1996), Karin has served as a life and health instructor for The Florida Insurance School. She has annually updated, as well as written, state-approved life and health CE courses for the past 15 years, on the following topics:
· Individual and Group Health
· Life Insurance
· Long Term Care and Senior Health Care
· Pensions and Retirement Planning
Karin is licensed in life, health, variable, auto and home insurance. She is fluent in Spanish and conversational German. Licensed in life, health, variable, auto and home insurance in Florida. Non-resident life and variable licensed in the following states: Ohio, Texas, Louisiana, Alabama, Mississippi, and currently has an active practice with MetLife.
So your insured owns a business, and from what you can gather, is woefully unprepared to handle adversity. Specifically, what if a key person dies? What transition plans are in place? How can folks still enjoy the fruits of the labor that the business - and those who built it - should continue to provide? This course will help you – the insurance professional - discuss important issues like transition plans, buy-sell agreements, retirement options, tax scenarios, and many other issues that businesses owners are afraid of.