eLearning Course Catalog     Log Into ABA eLearning     AIB Overview     Trust Curriculum LIFE INSURANCE AND ANNUITIES - ABA eLearning Price: $160 members; $215 non-members     ENROLL NOW Course Credits:  AIB: 0.25; ICB:5.0 CTFA/FP; CFP: 3.0 Prerequisites:  Basic knowledge/expertise in trust field Course Description:  Life Insurance and Annuities enhances the trust officer's value to clients as a credible source of insurance information. Participants will learn about life insurance and annuity products, review related policy issues and fiduciary responsibilities, and explore the uses of these products in serving client's financial- and estate-planning needs. Learning Objectives:  After completing this course, students will be able to: ·         Describe the features and characteristics of hybrid life insurance policies that serve common trust client needs ·         Describe special investment features of annuity types ·         Manage life insurance and annuity contracts within a trust according to bank policy and fiduciary responsibility ·         Identify policy and contract issues that affect clients' estate and financial planning objectives ·         Identify additional uses for life insurance and annuity contracts Audience:  Trust officers who have already completed Building Trust Expertise Levels 1 and 2 and have two or more years experience working with trust clients managing more complex trusts, including tax law and investments. For further information, please call 212-297-1679 or elegg@nyba.com. The New York Bankers Association is a Local ABA Training Provider.