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All About Life — Part A

4 credits
Course #: 36332
Take this Course
History
  • Roman Burial Clubs
  • Modern Life Insurance
  • First Life Company in America
Involved Parties
  • Insured
  • Policyowner
  • Beneficiary
  • Insurer
  • Producer
Terminology
  • Issue Age & Attained Age
  • Insurable Interest & Premium
  • Face Amount & Cash Value
  • Surrender & Surrender Value
  • Amount at Risk & Endowment Age
  • Decedent & Death Benefit
Estate Planning Basics
  • Will & Probate
  • Estates
Advantages
  • Safety, Liquidity, Income Taxes
  • Probate
  • Estate Taxes
Personal Uses
  • Final Expenses
  • Grieving Period
  • Living Expenses
  • Estate Conservation
  • Future Obligations
  • Other Uses
Business Uses
  • Buy / Sell Agreement
  • Key Person
  • Group Term Insurance
  • Deferred Compensation Plan
  • Executive Bonus Plan
  • Split Dollar Arrangement
Standard Features
  • Assignment & Incontestability
  • Free Look & Grace Period
  • Dividends & Reinstatement
  • Misstatement & Suicide
Types Comparison
  • Characteristics
  • Major Advantages
  • Major Criticisms
Term Life
  • How it Works
  • Annual Renewable Term (ART)
  • Level Premium Term
  • Decreasing Term
Whole Life
  • How it Works
  • Straight Life
  • Limited Payment Life
  • Single Premium Life
Universal Life
  • How it Works
  • Option A
  • Option B
  • Cash Value Growth
Insurability
  • Fundamentals
  • Term Life
  • Permanent Life
  • Example 1
  • Example 2
Simple Needs Analysis
  • Income Factor Approach
  • Human Life Value Approach
  • Caution
Advanced Needs Analysis
  • Final Expenses
  • Grieving Period
  • Debt Cancellation
  • Emergency Fund
  • College Costs
  • Wedding Costs
  • Survivor Living Expenses
  • Available Assets & Income
  • Calculation Resources
Needs Segmentation
  • Needs Analysis by Segment
  • Children
  • Single Adults without Children
  • Adults with Children
  • Working Empty Nesters
  • Retired
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