$3900

Life & Health Agent Essentials

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