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To help reinforce what you learn in this course, each unit concludes with an Action Assignment. Some will be activity-based assignments that will engage you in some aspect of the estate planning process. Others will be in the form of test questions, intended to review an important concept. Taking time to complete each to your best ability will help you master the course's learning objectives.

For this introductory unit, please complete the following review questions.

  1. All of the following financial goals are associated with estate planning, EXCEPT:

    1. Reducing the client's federal estate tax burden.
      2.
    2. Arranging a charitable bequest at the client's death.
      3.
    3. Securing a financially sound retirement for the client.
      4.
    4. Equalizing inheritances for the client's children.

  2. The 2001 Tax Act (EGTRRA) effectively repealed the federal estate tax, and therefore diminished the need for estate planning.

    1. True

    2. False

  3. Life insurance has a central role to play in just about any estate plan.

    1. True

    2. False

Please print this Action Assignment using the "Printer Friendly" button at the top of this page. Once it is complete, sign it and submit it to your General Agent for his or her signature. Give one signed copy to the General Agent and fax/send another copy to Field Development Operations at the corporate headquarters — (513) 794-4515.

Unit XXII: Estate Planning Section I
Action Assignment Satisfactorily Completed

DATE: __________

 SIGN OFF
General Agent/Trainer:
Sales Associate:
Firm (Print):


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