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) |
36565 - Long Term Care Insurance (ID)
| Lesson # | Description |
|---|---|
| 1 | Aging in America (ID) |
| 2 | What is Long-Term Care? (ID) |
| 3 | Types of LTC (ID) |
| 4 | Health Insurance & LTC (ID) |
| 5 | Utah Medicaid & LTC (ID) |
| 6 | Ways to Pay for LTC (ID) |
| 7 | Utah LTC Insurance Law (ID) |
| 8 | Utah LTC Insurance Rule (ID) |
| 9 | LTC Definitions (ID) |
| 10 | Outline of Coverage (ID) |
| 11 | LTCI Shopper’s Guide (ID) |
| 12 | LTCI Suitability (ID) |
| 13 | LTCI Marketing Standards (ID) |
| 14 | Unintentional Lapse (ID) |
| 15 | Reporting Requirements (ID) |
| 16 | Using Life Insurance for Long-Term Care (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-36350 - Retirement & Insurance (ID)
| Lesson # | Description |
|---|---|
| 1 | Aging of America (ID) |
| 2 | Retirement Worries (ID) |
| 3 | Aging Demographics (ID) |
| 4 | Senior Healthcare (ID) |
| 5 | Social Security: How it Works (ID) |
| 6 | Social Security: Is it Broke? (ID) |
| 7 | Social Security: The Fix? (ID) |
| 8 | Medicare Fundamentals (ID) |
| 9 | Medicare Part A (ID) |
| 10 | Medicare Part B (ID) |
| 11 | Medicare Part C (ID) |
| 12 | Medicare Part D (ID) |
| 13 | Medigap (ID) |
| 14 | Medigap Plans (ID) |
| 15 | Medicare's Future (ID) |
| 16 | Retirement Income (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) |