$3900

Life & Annuities

24 credits

Courses Outline

GEN-37073 - Anti-Money Laundering for Insurance Agents
Lesson #Description
1Fundamentals
2Money Laundering Stages
3Government Controls
4Insurance Company Regulation
5Insurance Agent Participation
6Products
7Know Your Customer
8Identifying Suspicious Payments
9Identifying Suspicious Activity
10Reporting Suspicious Activity
11OFAC
12OFAC Compliance
13Consequences
14Case Studies (Suspicious Activities)
15Case Studies (OFAC)
16Blockchain
L-36326 - Estate Planning Using Life Insurance
Lesson #Description
1Gift Taxes
2Introduction to the Estate
3Will & Probate
4Federal Gross Estate
5Unified Credit
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
L-36333 - All About Life — Part B
Lesson #Description
1Advertising
2Guaranty Association
3Illustrations
4Application
5Riders
6Replacement
7Beneficiary
8Underwriting Questions
9Conditional Receipt
10Information Gathering
11Underwriting
12Policy Delivery
13Servicing
14Stranger Owned
15Federal Taxes
16Disclosure
L-36332 - All About Life — Part A
Lesson #Description
1History
2Involved Parties
3Terminology
4Estate Planning Basics
5Advantages
6Personal Uses
7Business Uses
8Standard Features
9Types Comparison
10Term Life
11Whole Life
12Universal Life
13Simple Needs Analysis
14Advanced Needs Analysis
15Needs Segmentation
16Insurability
ETH-36351 - Ethics & Insurance Legalities
Lesson #Description
1The Virtues
2Deontology
3Consequentialism
4Religion
5Contracts
6Insurance Contracts
7Legal Interpretations
8Risk Management
9Insurers
10Agent Authority
11Federal Regulation
12Licensing
13License Types
14Insurer Regulation
15Producer Regulation
16Insurance for Insurance Agents
ANN-30775 - Annuity Products & Suitability
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
14Regulation
15Suitability