$3300
Complement to AHIP (12 Credits - Annuities)
12 credits
Courses Outline
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 |
6000138471 - Anti-Money Laundering for Insurance Agents (ID)
| Lesson # | Description |
|---|---|
| 1 | Fundamentals (ID) |
| 2 | Money Laundering Stages (ID) |
| 3 | Government Controls (ID) |
| 4 | Insurance Company Regulation (ID) |
| 5 | Insurance Agent Participation (ID) |
| 6 | Products (ID) |
| 7 | Know Your Customer (ID) |
| 8 | Identifying Suspicious Payments (ID) |
| 9 | Identifying Suspicious Activity (ID) |
| 10 | Reporting Suspicious Activity (ID) |
| 11 | OFAC (ID) |
| 12 | OFAC Compliance (ID) |
| 13 | Consequences (ID) |
| 14 | Case Studies (Suspicious Activities) (ID) |
| 15 | Case Studies (OFAC) (ID) |
| 16 | Blockchain (ID) |
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) |