All About Life — Part B 4 credits Course #: 36333 Take this Course Course Content Expand All | Collapse All Lessons Status 1 Advertising Purpose Form & Content Benefits & Premiums Endorsements Statistics & Exaggerations 2 Guaranty Association Notice Limits Prohibited Advertisement 3 Illustrations Purpose General Rules Prohibitions Narrative Summary Numeric Summary Statements Tabular Detail 4 Disclosure Purpose General Requirements Disclosure Requirements Policy Summary (Part 1) Policy Summary (Part 2) Policy Summary (Part 3) 5 Application Proposed Insured Policy Plan Billing Signatures Agent’s Report 6 Riders Term Riders Disability Riders Death Benefit Riders Convertibility Rider 7 Replacement Definition Application Questions Producer Duties 8 Beneficiary Designation Options Estates & Children Succession Levels Per Capita vs. Per Stirpes Revocable vs. Irrevocable Simultaneous Death 9 Underwriting Questions Healthcare & Current Condition Habits, Hobbies, Activities Family History Health Conditions & Disorders 10 Conditional Receipt Purpose Policy Issued Application Denied 11 Information Gathering Paramedical Report Medical Exams & Lab Tests Attending Physician’s Statement Medical Information Bureau Investigative Consumer Report 12 Underwriting Family Health History Applicant’s Current Health Habits, Occupations, Hobbies Weight & Height Age, Gender, Mortality Rating Classifications Classification Examples 13 Policy Delivery Buyer’s Guide Policy Summary Free Look 14 Servicing Policy Loans Non-Forfeiture Options Settlement Options 15 Stranger Owned Assignment Clause Stranger Owned Viatical Settlement Life Settlement STOLI STOLI Regulation 16 Federal Taxes Tax Chart Estate Taxes Section 1035 Exchanges Modified Endowment Contracts
