Life & Health Agent Essentials

24 credits

Courses Outline

3195261 - Retirement & Insurance (ID)
Lesson #Description
1Aging of America (ID)
2Retirement Worries (ID)
3Aging Demographics (ID)
4Senior Healthcare (ID)
5Social Security: How it Works (ID)
6Social Security: Is it Broke? (ID)
7Social Security: The Fix? (ID)
8Medicare Fundamentals (ID)
9Medicare Part A (ID)
10Medicare Part B (ID)
11Medicare Part C (ID)
12Medicare Part D (ID)
13Medigap (ID)
14Medigap Plans (ID)
15Medicare's Future (ID)
16Retirement Income (ID)
6000138469 - Estate Planning Using Life Insurance (ID)
Lesson #Description
1Gift Taxes
2Introduction to the Estate
3Will & Probate
4Federal Gross Estate
5Exclusion Amount
6Estate Planning Trusts
7Living Trust
8Credit Shelter Trust
13Calculating Estate Taxes
14Paying Estate Taxes
15Types of Life Insurance
16Life Insurance Considerations
3196564 - Long Term Care 4-Hour Ongoing (ID)
Lesson #Description
1Aging in America
2LTC Services and Costs
3LTC Providers
4Health Insurance and LTC
5Qualified State LTC Partnership Program
6Ways to Pay for LTC
7Policy Provisions
8Disclosure Provisions
9Inflation Protection
10Standards for Marketing
11Consumer Suitability
12Changes in Services or Providers
13Unintentional Lapse
14Producer Licensing and Training
15LTC Insurance
16Application and Replacement
3196493 - Annuity Products, Suitability, Best Interest (ID)
Lesson #Description
1Annuity Fundamentals
2Classifications of Annuities
3Accumulation Period
4Deferred Annuities
5Traditional Fixed
7Equity-Indexed: Indexing Method
8Equity-Indexed: Adjustments
9Withdrawals, Surrenders, and Charges
10Annuitize or Not?
11Liquidation Period
12Liquidation Payout Options
13Federal Income Taxes
14Primary Uses of Annuities
15Suitability Duties
6000138471 - Anti-Money Laundering for Insurance Agents (ID)
Lesson #Description
1Fundamentals (ID)
2Money Laundering Stages (ID)
3Government Controls (ID)
4Insurance Company Regulation (ID)
5Insurance Agent Participation (ID)
6Products (ID)
7Know Your Customer (ID)
8Identifying Suspicious Payments (ID)
9Identifying Suspicious Activity (ID)
10Reporting Suspicious Activity (ID)
12OFAC Compliance (ID)
13Consequences (ID)
14Case Studies (Suspicious Activities) (ID)
15Case Studies (OFAC) (ID)
16Blockchain (ID)
3195319 - Ethics & Insurance Legalities (ID)
Lesson #Description
1The Virtues (ID)
2Deontology (ID)
3Consequentialism (ID)
4Religion (ID)
5Contracts (ID)
6Insurance Contracts (ID)
7Legal Interpretations (ID)
8Risk Management (ID)
9Insurers (ID)
10Agent Authority (ID)
11Federal Regulation (ID)
12Licensing (ID)
13License Types (ID)
14Insurer Regulation (ID)
15Producer Regulation (ID)
16Insurance for Insurance Agents (ID)