Life & Annuities

24 credits

Courses Outline

6000138469 - 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)
3196493 - Annuity Products, Suitability, Best Interest (ID)
Lesson #Description
1Annuity Fundamentals
2Classifications of Annuities
3Accumulation Period
4Deferred Annuities
5Traditional Fixed
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
6000138471 - 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)
6000138472 - All About Life - Part B (ID)
Lesson #Description
1Advertising (ID)
2Guaranty Association (ID)
3Illustrations (ID)
4Disclosure (ID)
5Application (ID)
6Riders (ID)
7Replacement (ID)
8Beneficiary (ID)
9Underwriting Questions (ID)
10Conditional Receipt (ID)
11Information Gathering (ID)
12Underwriting (ID)
13Policy Delivery (ID)
14Servicing (ID)
15Stranger Owned (ID)
16Federal Taxes (ID)
6000138473 - All About Life - Part A (ID)
Lesson #Description
1History (ID)
2Involved Parties (ID)
3Terminology (ID)
4Estate Planning Basics (ID)
5Advantages (ID)
6Personal Uses (ID)
7Business Uses (ID)
8Standard Features (ID)
9Types Comparison (ID)
10Term Life (ID)
11Whole Life (ID)
12Universal Life (ID)
13Insurability (ID)
14Simple Needs Analysis (ID)
15Advanced Needs Analysis (ID)
16Needs Segmentation (ID)
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)