RETURN TO COURSE

Course Objective

Course Objective

This course is designed to provide the student with a review of client problems and how they can be solved using life and health products and services. The course covers a general overview of how to handle client problems using disability, long term care, and annuities as well as the services of pension planning, estate planning, and needs analysis. The student will gain a strong understanding of the use of insurance products and services in solving their client's problems. The Center allows you up to six months to complete this course.

Course Outline

1 Unit 1 - Disability - Introduction
2 Unit 2 - Disability - Total, Partial
3 Unit 3 - Disability - Occupation Class, Provisions
4 Unit 4 - Disability - Provisions II, Options
5 Unit 5 - Disability - Business Expense
6 Unit 6 - Disability - Underwriting, Claims
7 Unit 7 - Disability - Choosing a Policy
8 Unit 8 - Disability - SS and WC
9 Unit 9 - Long Term Care
10 Unit 10 - LTC - Policy Provisions
11 Unit 11 - LTC - Regulations
12 Unit 12 - Wills - Introduction
13 Unit 13 - Wills - What Everyone Should Know
14 Unit 14 - Wills - What Everyone Should Know II
15 Unit 15 - Living Trust - Introduction
16 Unit 16 - Living Trust - Probate Process
17 Unit 17 - Living Trust - Probate Process II
18 Unit 18 - Living Trust - Setting up a Living Trust
19 Unit 19 - Living Trust - Setting up a Living Trust II
20 Unit 20 - Annuities - Intro
21 Unit 21 - Annuities - Types, Contract Conditions
22 Unit 22 - Annuities - Annuity Options
23 Unit 23 - Annuities - Investor Considerations II, Variable Annuities
24 Unit 24 - Annuities - Variable Annuities II
25 Unit 25 - Annuities - Variable Annuities III
26 Unit 26 - Annuities - Variable Annuities IV
27 Unit 27 - Annuities - Variable Annuities V
28 Unit 28 - Annuities - Advantages
29 Unit 29 - Annuities - Disadvantages
30 Unit 30 - Annuities - Mutual Funds vs Annuities, Taxation
31 Unit 31: Annuities Taxation II, Group Plans
32 Unit 32 - Annuities - TSAs, Group Annuities II
33 Unit 33 - Annuities - Equity-Indexed
34 Unit 34 - Annuities - Equity-Indexed II
35 Unit 35 - Annuities - Tax-Deferred Qualified
36 Unit 36 - Annuities - Terms to Remember
37 Unit 37 - Estate Planning - Intro
38 Unit 38 - Estate Planning - Process
39 Unit 39 - Estate Planning - Process II
40 Unit 40 - Estate Planning - Process III
41 Unit 41 - Estate Planning - Process IV
42 Unit 42 - Needs Analysis - Intro
43 Unit 43 - Needs Analysis II
44 Unit 44 - Needs Analysis III
45 Unit 45 - Needs Analysis IV
46 Unit 46- Needs Analysis V
47 Unit 47 - Needs Analysis - Fact Finding
48 Unit 48 - Needs Analysis - Fact Finding II
49 Unit 49 - Pension Planning - Intro, Pension Plans
50 Unit 50 - Pension Planning - Pension Plans II, Qualified
51 Unit 51 - Pension Planning -Setting up a Pension Plan
52 Unit 52 - Pension Planning -Tax Benefits II
53 Unit 53 - Pension Planning -ERISA, IRAs, SEPs, Annuities
54 Unit 54 - Ownership Provisions
55 Unit 55 - Ownership Provisions II, Benficiaries
56 Unit 56 - Beneficiaries II
57 Unit 57 - Beneficiaries III
58 Unit 58 - Beneficiaries IV
59 Unit 59 - Beneficiaries V
60 Unit 60 - Beneficiaries VI, Conclusion