$3900

Life & Annuities

24 credits

Courses Outline

6000138469 - Estate Planning Using Life Insurance (Idaho)
Lesson #Description
1Gift Taxes
2Introduction to the Estate
3Will & Probate
4Federal Gross Estate
5Exclusion Amount
6Estate Planning Trusts
7Living Trust
8Credit Shelter Trust
9QPRT
10QTIP
11ILIT
12SLAT
13Calculating Estate Taxes
14Paying Estate Taxes
15Types of Life Insurance
16Life Insurance Considerations
6000195439 - AML Compliance for Insurance (Idaho)
Lesson #Description
1Fundamentals
2Money Laundering Stages
3Government Controls
4Insurance Company Compliance
5Insurance Agent Participation
6Products
7Know Your Customer
8Identifying Suspicious Payments
9Identifying Suspicious Activity
10Reporting Suspicious Activity
11OFAC Basics
12OFAC Compliance and Consequences
13OFAC Compliance for Insurance
14Case Studies (Suspicious Activities)
15Case Studies (OFAC)
16Blockchain
6000138472 - All About Life — Part B (Idaho)
Lesson #Description
1Advertising
2Guaranty Association
3Illustrations
4Disclosure
5Application
6Riders
7Replacement
8Beneficiary
9Underwriting Questions
10Conditional Receipt
11Information Gathering
12Underwriting
13Policy Delivery
14Servicing
15Stranger Owned
16Federal Taxes
6000138473 - All About Life — Part A (Idaho)
Lesson #Description
1History
2Involved Parties
3Terminology
4Estate Planning Basics
5Advantages
6Personal Uses
7Business Uses
8Standard Features
9Types Comparison
10Term Life
11Whole Life
12Universal Life
13Insurability
14Simple Needs Analysis
15Advanced Needs Analysis
16Needs Segmentation
3196493 - Annuity Products, Suitability, Best Interest (ID)
Lesson #Description
1Annuity Fundamentals
2Classifications of Annuities
3Accumulation Period
4Deferred Annuities
5Traditional Fixed
6Equity-Indexed
7Equity-Indexed: Indexing Method
8Equity-Indexed: Adjustments
9Withdrawals, Surrenders, and Charges
10Annuitize or Not?
11Liquidation Period
12Liquidation Payout Options
13Federal Income Taxes
14Primary Uses of Annuities
15Suitability Duties
3195319 - Ethics & Insurance Legalities (ID)
Lesson #Description
1The Virtues (ID)
2Deontology (ID)
3Consequentialism (ID)
4Religion (ID)
5Contracts (ID)
6Insurance Contracts (ID)
7Legal Interpretations (ID)
8Risk Management (ID)
9Insurers (ID)
10Agent Authority (ID)
11Federal Regulation (ID)
12Licensing (ID)
13License Types (ID)
14Insurer Regulation (ID)
15Producer Regulation (ID)
16Insurance for Insurance Agents (ID)