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.
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 |