Life Insurance Strategies for Small Businesses

Overview

This course examines the role life insurance plays in enabling business organizations to meet numerous objectives, including ensuring the financial health of the business and providing funding for nonqualified benefit plans. Accordingly, this course will examine how life insurance can provide compensation to a business organization upon the loss of a key executive, cash to fulfill the contractual promises made in buy-sell agreements, and funding for executive benefit plans.

 

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License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • Explain the principal uses of life insurance in business organizations
  • Describe the role and application of life and disability insurance in key executive insurance plans
  • Identify the vital role of life insurance and disability insurance in ensuring the continuation of business organizations
  • Illustrate how life insurance may be effectively used to fund supplemental executive retirement plans (SERPs)

Designed For:

Life and health insurance producers and finance professionals




Course Information

Adding additional credit may change exam requirements.