$3900

Life & Annuities

24 credits

Courses Outline

6000138469 - Estate Planning Using Life Insurance (ID)
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
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
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)
11OFAC (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
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 (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)