$4400
Life & Annuities
24 credits
Courses Outline
44169 - Annuity Best Interest and Suitability (4 Credits)
| 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 | Best Interest and Suitability - Part 1 |
| 16 | Best Interest and Suitability - Part 2 |
L-36326 - Estate Planning Using Life Insurance (2023)
| Lesson # | Description |
|---|---|
| 1 | Gift Taxes |
| 2 | Introduction to the Estate |
| 3 | Will & Probate |
| 4 | Federal Gross Estate |
| 5 | Exclusion Amount |
| 6 | Estate Planning Trusts |
| 7 | Living Trust |
| 8 | Credit Shelter Trust |
| 9 | QPRT |
| 10 | QTIP |
| 11 | ILIT |
| 12 | SLAT |
| 13 | Calculating Estate Taxes |
| 14 | Paying Estate Taxes |
| 15 | Types of Life Insurance |
| 16 | Life Insurance Considerations |
36352 - Anti-Money Laundering for Insurance Agents
| Lesson # | Description |
|---|---|
| 1 | Fundamentals |
| 2 | Money Laundering Stages |
| 3 | Government Controls |
| 4 | Insurance Company Regulation |
| 5 | Insurance Agent Participation |
| 6 | Products |
| 7 | Know Your Customer |
| 8 | Identifying Suspicious Payments |
| 9 | Identifying Suspicious Activity |
| 10 | Reporting Suspicious Activity |
| 11 | OFAC |
| 12 | OFAC Compliance |
| 13 | Consequences |
| 14 | Case Studies (Suspicious Activities) |
| 15 | Case Studies (OFAC) |
| 16 | Blockchain |
L-36333 - All About Life — Part B
| Lesson # | Description |
|---|---|
| 1 | Advertising |
| 2 | Guaranty Association |
| 3 | Illustrations |
| 4 | Application |
| 5 | Riders |
| 6 | Replacement |
| 7 | Beneficiary |
| 8 | Underwriting Questions |
| 9 | Conditional Receipt |
| 10 | Information Gathering |
| 11 | Underwriting |
| 12 | Policy Delivery |
| 13 | Servicing |
| 14 | Stranger Owned |
| 15 | Federal Taxes |
| 16 | Disclosure |
L-36332 - All About Life — Part A
| Lesson # | Description |
|---|---|
| 1 | History |
| 2 | Involved Parties |
| 3 | Terminology |
| 4 | Estate Planning Basics |
| 5 | Advantages |
| 6 | Personal Uses |
| 7 | Business Uses |
| 8 | Standard Features |
| 9 | Types Comparison |
| 10 | Term Life |
| 11 | Whole Life |
| 12 | Universal Life |
| 13 | Simple Needs Analysis |
| 14 | Advanced Needs Analysis |
| 15 | Needs Segmentation |
| 16 | Insurability |
ETH-36351 - Ethics & Insurance Legalities
| Lesson # | Description |
|---|---|
| 1 | The Virtues |
| 2 | Deontology |
| 3 | Consequentialism |
| 4 | Religion |
| 5 | Contracts |
| 6 | Insurance Contracts |
| 7 | Legal Interpretations |
| 8 | Risk Management |
| 9 | Insurers |
| 10 | Agent Authority |
| 11 | Federal Regulation |
| 12 | Licensing |
| 13 | License Types |
| 14 | Insurer Regulation |
| 15 | Producer Regulation |
| 16 | Insurance for Insurance Agents |