$3900
Life & Annuities
24 credits
Courses Outline
6000138469 - Estate Planning Using Life Insurance (ID)
| Lesson # | Description |
|---|---|
| 1 | Gift Taxes |
| 2 | Introduction to the Estate |
| 3 | Will & Probate |
| 4 | Federal Gross Estate |
| 5 | Exclusion Amount |
| 6 | Estate Planning Trusts |
| 7 | Living Trust |
| 8 | Credit Shelter Trust |
| 9 | QPRT |
| 10 | QTIP |
| 11 | ILIT |
| 12 | SLAT |
| 13 | Calculating Estate Taxes |
| 14 | Paying Estate Taxes |
| 15 | Types of Life Insurance |
| 16 | Life Insurance Considerations |
3196493 - Annuity Products, Suitability, Best Interest (ID)
| Lesson # | Description |
|---|---|
| 1 | Annuity Fundamentals |
| 2 | Classifications of Annuities |
| 3 | Accumulation Period |
| 4 | Deferred Annuities |
| 5 | Traditional Fixed |
| 6 | Equity-Indexed |
| 7 | Equity-Indexed: Indexing Method |
| 8 | Equity-Indexed: Adjustments |
| 9 | Withdrawals, Surrenders, and Charges |
| 10 | Annuitize or Not? |
| 11 | Liquidation Period |
| 12 | Liquidation Payout Options |
| 13 | Federal Income Taxes |
| 14 | Primary Uses of Annuities |
| 15 | Suitability Duties |
6000138471 - Anti-Money Laundering for Insurance Agents (ID)
| Lesson # | Description |
|---|---|
| 1 | Fundamentals (ID) |
| 2 | Money Laundering Stages (ID) |
| 3 | Government Controls (ID) |
| 4 | Insurance Company Regulation (ID) |
| 5 | Insurance Agent Participation (ID) |
| 6 | Products (ID) |
| 7 | Know Your Customer (ID) |
| 8 | Identifying Suspicious Payments (ID) |
| 9 | Identifying Suspicious Activity (ID) |
| 10 | Reporting Suspicious Activity (ID) |
| 11 | OFAC (ID) |
| 12 | OFAC Compliance (ID) |
| 13 | Consequences (ID) |
| 14 | Case Studies (Suspicious Activities) (ID) |
| 15 | Case Studies (OFAC) (ID) |
| 16 | Blockchain (ID) |
6000138472 - All About Life - Part B (ID)
| Lesson # | Description |
|---|---|
| 1 | Advertising |
| 2 | Guaranty Association |
| 3 | Illustrations |
| 4 | Disclosure |
| 5 | Application |
| 6 | Riders |
| 7 | Replacement |
| 8 | Beneficiary |
| 9 | Underwriting Questions |
| 10 | Conditional Receipt |
| 11 | Information Gathering |
| 12 | Underwriting |
| 13 | Policy Delivery |
| 14 | Servicing |
| 15 | Stranger Owned |
| 16 | Federal Taxes |
6000138473 - All About Life - Part A (ID)
| Lesson # | Description |
|---|---|
| 1 | History (ID) |
| 2 | Involved Parties (ID) |
| 3 | Terminology (ID) |
| 4 | Estate Planning Basics (ID) |
| 5 | Advantages (ID) |
| 6 | Personal Uses (ID) |
| 7 | Business Uses (ID) |
| 8 | Standard Features (ID) |
| 9 | Types Comparison (ID) |
| 10 | Term Life (ID) |
| 11 | Whole Life (ID) |
| 12 | Universal Life (ID) |
| 13 | Insurability (ID) |
| 14 | Simple Needs Analysis (ID) |
| 15 | Advanced Needs Analysis (ID) |
| 16 | Needs Segmentation (ID) |
3195319 - Ethics & Insurance Legalities (ID)
| Lesson # | Description |
|---|---|
| 1 | The Virtues (ID) |
| 2 | Deontology (ID) |
| 3 | Consequentialism (ID) |
| 4 | Religion (ID) |
| 5 | Contracts (ID) |
| 6 | Insurance Contracts (ID) |
| 7 | Legal Interpretations (ID) |
| 8 | Risk Management (ID) |
| 9 | Insurers (ID) |
| 10 | Agent Authority (ID) |
| 11 | Federal Regulation (ID) |
| 12 | Licensing (ID) |
| 13 | License Types (ID) |
| 14 | Insurer Regulation (ID) |
| 15 | Producer Regulation (ID) |
| 16 | Insurance for Insurance Agents (ID) |