- Format:Online Self-Paced
- Education Type:Continuing Education
- Line of Authority:Life and Health
- Language:English
- Credit Hours:4
This course provides an overview of the various college funding tools, tax rules surrounding the payment of higher education, the use of IRA and qualified plan funds for payment of higher education expenses, the use of life insurance as a college funding vehicle, and the common sense ways an education plan can be fulfilled.
What You'll Learn
- The sources of college funding
- The similarities and differences between Section 529 Plans and Coverdell ESAs
- The various types of grants, loans, scholarships, and fellowships available
- The criteria a person must meet to be eligible for education tax deductions
- How to explain repayment plans for grants, loans, scholarships, and fellowships
- The types of IRAs, annuities, and life insurance options that can help pay for education
What's Included
What to Expect
This online self-paced course allows you to study independently, whenever it is convenient for you. All you need is a device (computer, tablet or smartphone) with internet access.
Regulatory Information
View your state's insurance licensing requirements
Course Provided By: XCEL Solutions LLC.
Course Name: CT Education Funding - 4 Hours
Approved course ID:6000130168