Life and Health Insurance Essentials (CA)

Overview

The insurance industry has developed products, principles, and methods of delivering coverage over a period of time spanning centuries. Not surprisingly, the body of insurance knowledge that has been created is enormous and complex. This course provides a comprehensive study of life and health insurance principles and coverages. It is directed at insurance practitioners who have a basic understanding of these topics and want to delve deeper into the policies and practices that constitute the foundation of their industry and profession, providing practical insights into a broad range of insurance products and insurance-related concepts.

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License or Certification 

 

Regulator 

 

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Objectives

  • Identify the contractual nature of insurance products
  • Explain how insurers and producers are regulated
  • Recognize the basic characteristics and benefits of various types of life insurance, health insurance, and annuities
  • Describe the tax treatment of life insurance, health insurance, and annuity contracts
  • Calculate an individual's personal life insurance needs
  • Recognize the ethical principles that should guide every insurance producer's professional activities

Designed For:

Life and health insurance producers and finance professionals




Course Information

Adding additional credit may change exam requirements.