The Certified Life Insurance Advisor™ Series (CLIA™)
| FEC231: Life Insurance Strategies Survey FEC232: Advanced Life Insurance Strategies FEC233: Integrated Wealth Transfer Planning – Case studies FEC234: Integrated Income Tax Planning – Case studies FEC235: Integrated Wealth Transfer & Income Tax Planning – Case studies FEC236: Attracting and Engaging Affluent Families and Businesses Course DescriptionsComing soon! |
The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.