CONTENT

Support course for the beginning agent.

    1. Introduction

    2. Video Class

    3. Contracts

    4. Completing the Application

    5. Underwriting

    6. Delivery of the Policy

    7. USA Patriot Act and Anti-Money Laundering Rules

    8. Summary

    9. Glossary

    10. Exam

    11. Flashcards

    1. Introduction

    2. Video Class

    3. Term Life

    4. Permanent or Whole Life

    5. Adjustable, Interest & Market-Sentsitive Life Policies

    6. Universal Life or Flexible Premium Adjustable Life

    7. Combinations Plans and Variations

    8. Annuities

    9. Variable Products Regulations and Requirements to Sell

    10. Summary

    11. Glossary

    12. Exam

    13. Flashcards

    1. Underwriting Process and Types of Life Insurance

    1. Introduction

    2. Video Class

    3. Policy Provisions

    4. Exclusions

    5. Policy Riders

    6. Policy Options

    7. Summary

    8. Glossary

    9. Exam

    10. Flashcards

    1. Introduction

    2. Video Class

    3. Tax, Retirement, And Other Insurance Concepts

    4. Third Party Ownership

    5. Viatical Settlements

    6. Life Insurance Settlement

    7. Group Life Insurance

    8. Retirement Plans

    9. Needs and Suitability of Life Insurance

    10. Treatment of Insurance Premiums, Earnings, Dividends

    11. Social Security Benefits

    12. Summary

    13. Glossary

    14. Exam

    15. Flashcards

    1. Provisions, Taxes, and Other Insurance Concepts

About this course

  • $25.99
  • 63 lessons
  • 2 hours of video content

Payment options

$ 25.99 (one-time payment, 30 days). $ 26.99 (monthly payments - membership). $ 80 (Zoom Classes)