Agency Essentials

24 credits

Courses Outline

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)
36565 - Long Term Care Insurance (ID)
Lesson #Description
1Aging in America (ID)
2What is Long-Term Care? (ID)
3Types of LTC (ID)
4Health Insurance & LTC (ID)
5Utah Medicaid & LTC (ID)
6Ways to Pay for LTC (ID)
7Utah LTC Insurance Law (ID)
8Utah LTC Insurance Rule (ID)
9LTC Definitions (ID)
10Outline of Coverage (ID)
11LTCI Shopper’s Guide (ID)
12LTCI Suitability (ID)
13LTCI Marketing Standards (ID)
14Unintentional Lapse (ID)
15Reporting Requirements (ID)
16Using Life Insurance for Long-Term Care (ID)
3195197 - 4 Hour NAIC Annuity Products & Suitability (ID)
Lesson #Description
1Annuity Fundamentals (ID)
2Classifications of Annuities (ID)
3Accumulation Period (ID)
4Deferred Annuities (ID)
5Traditional Fixed (ID)
6Equity-Indexed (ID)
7Equity-Indexed: Indexing Method (ID)
8Equity-Indexed: Adjustments (ID)
9Withdrawals, Surrenders, and Charges (ID)
10Annuitize or Not? (ID)
11Liquidation Period (ID)
12Liquidation Payout Options (ID)
13Federal Income Taxes (ID)
14Regulation (ID)
15Suitability (ID)
3195200 - Anti-Money Laundering for Insurance Agents (ID)
Lesson #Description
1Fundamentals (ID)
2Money Laundering Stages (ID)
3Government Controls (ID)
4Insurance Company Regulation (ID)
5Insurance Agent Participation (ID)
6Products (ID)
7Know Your Customer (ID)
8Identifying Suspicious Payments (ID)
9Identifying Suspicious Activity (ID)
10Reporting Suspicious Activity (ID)
12OFAC Compliance (ID)
13Consequences (ID)
14Case Studies (Suspicious Activities) (ID)
15Case Studies (OFAC) (ID)
16Blockchain (ID)
L-36326 - Estate Planning Using Life Insurance (ID)
Lesson #Description
1Gift Taxes (ID)
2Introduction to the Estate (ID)
3Will & Probate (ID)
4Federal Gross Estate (ID)
5Unified Credit (ID)
6Estate Planning Trusts (ID)
7Living Trust (ID)
8Credit Shelter Trust (ID)
13Calculating Estate Taxes (ID)
14Paying Estate Taxes (ID)
15Types of Life Insurance (ID)
16Life Insurance Considerations (ID)
3195259 - National Flood Insurance Program (ID)
Lesson #Description
1Introduction to NFIP (ID)
2Community Eligibility (ID)
3Flood Maps, Zones, and Rating (ID)
4Standard Flood Policy (ID)
5Flood Insurance Products (ID)
6Building Eligibility (ID)
7Contents Eligibility (ID)
8Other Eligible Risks (ID)
9Ineligible Properties and Risks (ID)
10Policy Effective Date (ID)
11Coverage (ID)
12Miscellaneous Conditions (ID)
13Claims Handling (ID)
14Flood Insurance Legislation (ID)
15Severe Repetitive Loss (ID)
16Potential Reform Actions (ID)