$3900
Life & Annuities
24 credits
Courses Outline
6000138469 - Estate Planning Using Life Insurance (Idaho)
Lesson # | Description |
---|---|
1 | Gift Taxes |
2 | Introduction to the Estate |
3 | Will & Probate |
4 | Federal Gross Estate |
5 | Exclusion Amount |
6 | Estate Planning Trusts |
7 | Living Trust |
8 | Credit Shelter Trust |
9 | QPRT |
10 | QTIP |
11 | ILIT |
12 | SLAT |
13 | Calculating Estate Taxes |
14 | Paying Estate Taxes |
15 | Types of Life Insurance |
16 | Life Insurance Considerations |
6000195439 - AML Compliance for Insurance (Idaho)
Lesson # | Description |
---|---|
1 | Fundamentals |
2 | Money Laundering Stages |
3 | Government Controls |
4 | Insurance Company Compliance |
5 | Insurance Agent Participation |
6 | Products |
7 | Know Your Customer |
8 | Identifying Suspicious Payments |
9 | Identifying Suspicious Activity |
10 | Reporting Suspicious Activity |
11 | OFAC Basics |
12 | OFAC Compliance and Consequences |
13 | OFAC Compliance for Insurance |
14 | Case Studies (Suspicious Activities) |
15 | Case Studies (OFAC) |
16 | Blockchain |
6000138472 - All About Life — Part B (Idaho)
Lesson # | Description |
---|---|
1 | Advertising |
2 | Guaranty Association |
3 | Illustrations |
4 | Disclosure |
5 | Application |
6 | Riders |
7 | Replacement |
8 | Beneficiary |
9 | Underwriting Questions |
10 | Conditional Receipt |
11 | Information Gathering |
12 | Underwriting |
13 | Policy Delivery |
14 | Servicing |
15 | Stranger Owned |
16 | Federal Taxes |
6000138473 - All About Life — Part A (Idaho)
Lesson # | Description |
---|---|
1 | History |
2 | Involved Parties |
3 | Terminology |
4 | Estate Planning Basics |
5 | Advantages |
6 | Personal Uses |
7 | Business Uses |
8 | Standard Features |
9 | Types Comparison |
10 | Term Life |
11 | Whole Life |
12 | Universal Life |
13 | Insurability |
14 | Simple Needs Analysis |
15 | Advanced Needs Analysis |
16 | Needs Segmentation |
3196493 - Annuity Products, Suitability, Best Interest (ID)
Lesson # | Description |
---|---|
1 | Annuity Fundamentals |
2 | Classifications of Annuities |
3 | Accumulation Period |
4 | Deferred Annuities |
5 | Traditional Fixed |
6 | Equity-Indexed |
7 | Equity-Indexed: Indexing Method |
8 | Equity-Indexed: Adjustments |
9 | Withdrawals, Surrenders, and Charges |
10 | Annuitize or Not? |
11 | Liquidation Period |
12 | Liquidation Payout Options |
13 | Federal Income Taxes |
14 | Primary Uses of Annuities |
15 | Suitability Duties |
3195319 - Ethics & Insurance Legalities (ID)
Lesson # | Description |
---|---|
1 | The Virtues (ID) |
2 | Deontology (ID) |
3 | Consequentialism (ID) |
4 | Religion (ID) |
5 | Contracts (ID) |
6 | Insurance Contracts (ID) |
7 | Legal Interpretations (ID) |
8 | Risk Management (ID) |
9 | Insurers (ID) |
10 | Agent Authority (ID) |
11 | Federal Regulation (ID) |
12 | Licensing (ID) |
13 | License Types (ID) |
14 | Insurer Regulation (ID) |
15 | Producer Regulation (ID) |
16 | Insurance for Insurance Agents (ID) |