$3900
Life & Health Agent Essentials
24 credits
Courses Outline
6000138469 - Estate Planning Using Life Insurance (Idaho)
| 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 |
6000195439 - AML Compliance for Insurance (Idaho)
| Lesson # | Description |
|---|---|
| 1 | Fundamentals |
| 2 | Money Laundering Stages |
| 3 | Government Controls |
| 4 | Insurance Company Compliance |
| 5 | Insurance Agent Participation |
| 6 | Products |
| 7 | Know Your Customer |
| 8 | Identifying Suspicious Payments |
| 9 | Identifying Suspicious Activity |
| 10 | Reporting Suspicious Activity |
| 11 | OFAC Basics |
| 12 | OFAC Compliance and Consequences |
| 13 | OFAC Compliance for Insurance |
| 14 | Case Studies (Suspicious Activities) |
| 15 | Case Studies (OFAC) |
| 16 | Blockchain |
3195261 - 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) |
3196564 - Long Term Care 4-Hour Ongoing (ID)
| Lesson # | Description |
|---|---|
| 1 | Aging in America |
| 2 | LTC Services and Costs |
| 3 | LTC Providers |
| 4 | Health Insurance and LTC |
| 5 | Qualified State LTC Partnership Program |
| 6 | Ways to Pay for LTC |
| 7 | Policy Provisions |
| 8 | Disclosure Provisions |
| 9 | Inflation Protection |
| 10 | Standards for Marketing |
| 11 | Consumer Suitability |
| 12 | Changes in Services or Providers |
| 13 | Unintentional Lapse |
| 14 | Producer Licensing and Training |
| 15 | LTC Insurance |
| 16 | Application and Replacement |
3196493 - Annuity Products, Suitability, Best Interest (ID)
| 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 | Suitability Duties |
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) |