Courses Outline
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) |
3195197 - 4 Hour NAIC Annuity Products & Suitability (ID)
Lesson # | Description |
---|---|
1 | Annuity Fundamentals (ID) |
2 | Classifications of Annuities (ID) |
3 | Accumulation Period (ID) |
4 | Deferred Annuities (ID) |
5 | Traditional Fixed (ID) |
6 | Equity-Indexed (ID) |
7 | Equity-Indexed: Indexing Method (ID) |
8 | Equity-Indexed: Adjustments (ID) |
9 | Withdrawals, Surrenders, and Charges (ID) |
10 | Annuitize or Not? (ID) |
11 | Liquidation Period (ID) |
12 | Liquidation Payout Options (ID) |
13 | Federal Income Taxes (ID) |
14 | Regulation (ID) |
15 | Suitability (ID) |
3195200 - 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) |
L-36326 - Estate Planning Using Life Insurance (ID)
Lesson # | Description |
---|---|
1 | Gift Taxes (ID) |
2 | Introduction to the Estate (ID) |
3 | Will & Probate (ID) |
4 | Federal Gross Estate (ID) |
5 | Unified Credit (ID) |
6 | Estate Planning Trusts (ID) |
7 | Living Trust (ID) |
8 | Credit Shelter Trust (ID) |
9 | QPRT (ID) |
10 | QTIP (ID) |
11 | ILIT (ID) |
12 | SLAT (ID) |
13 | Calculating Estate Taxes (ID) |
14 | Paying Estate Taxes (ID) |
15 | Types of Life Insurance (ID) |
16 | Life Insurance Considerations (ID) |
3195199 - All About Life - Part B (ID)
Lesson # | Description |
---|---|
1 | Advertising (ID) |
2 | Guaranty Association (ID) |
3 | Illustrations (ID) |
4 | Disclosure (ID) |
5 | Application (ID) |
6 | Riders (ID) |
7 | Replacement (ID) |
8 | Beneficiary (ID) |
9 | Underwriting Questions (ID) |
10 | Conditional Receipt (ID) |
11 | Information Gathering (ID) |
12 | Underwriting (ID) |
13 | Policy Delivery (ID) |
14 | Servicing (ID) |
15 | Stranger Owned (ID) |
16 | Federal Taxes (ID) |
3195198 - All About Life - Part A (ID)
Lesson # | Description |
---|---|
1 | History (ID) |
2 | Involved Parties (ID) |
3 | Terminology (ID) |
4 | Estate Planning Basics (ID) |
5 | Advantages (ID) |
6 | Personal Uses (ID) |
7 | Business Uses (ID) |
8 | Standard Features (ID) |
9 | Types Comparison (ID) |
10 | Term Life (ID) |
11 | Whole Life (ID) |
12 | Universal Life (ID) |
13 | Insurability (ID) |
14 | Simple Needs Analysis (ID) |
15 | Advanced Needs Analysis (ID) |
16 | Needs Segmentation (ID) |