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Integrating Life Insurance into Comprehensive Financial Plans

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Overview

Overview

Explore the complexities of life insurance, including policy integration, legal nuances, and advanced features. 

Course Highlights

Optimize strategies for financial stability and adapt policies to evolving client needs. Enhance interactions through detailed product knowledge and legal expertise. Craft personalized solutions, advise on settlements and beneficiary designations, and integrate life insurance into comprehensive financial plans. Boost professional credibility and build client trust with actionable insights. 

Check Your State's Proctor Requirements Before Selecting This Course 

Module 1
Introduction
Module 2
Life Insurance Concepts
Module 3
The Importance of Life Insurance
Module 4
Determining the Amount of Life Insurance to Own
Module 5
Sources of Life Insurance
Module 6
Term Life Insurance Policies
Module 7
Permanent Protection Life Insurance—Whole Life
Module 8
Permanent Protection Life Insurance—Universal Life
Module 9
Permanent Protection Life Insurance—Variable Life, Variable Universal Life, Indexed
Module 10
Legal Aspects of Life Insurance
Module 11
Life Insurance Policy Provisions and Exclusions
Module 12
Life Insurance Riders
Module 13
Life Insurance Settlements
Module 14
Conclusion
A pink piggy bank swims cutely in a bath of gold coins.

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With CEU Unlimited enjoy 12-month access to over 150 on-demand courses and live webinars approved for producers and adjusters licensed in property and casualty or life and health with NO state reporting fees and NO hidden fees. By selecting CEU Unlimited you will gain:

  • 12 months of full access to more than 150 on-demand courses and live webinars approved for:
    • P&C and L&H insurance licenses
    • Specific state requirements including ethics credits
  • NO state reporting fees
  • NO hidden fees
  • Enjoy practical, relevant content designed by industry experts
  • Stress less with unlimited exam retakes
  • CE credit hours reported within two business days

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