Introduction to Life Insurance

Overview

Life insurance provides peace of mind for many important concerns, including financial security for dependents, funeral expenses, final medical expenses, business continuation, and estate taxes. This course provides a comprehensive look at the many different types of life insurance coverages and their use and application to individual, family, and business needs. The course explores term life insurance, the many forms of permanent life insurance, and group life insurance as well.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Learning Objectives

  • Explain why life insurance is an invaluable purchase for most people
  • Describe the many uses for life insurance
  • Demonstrate understanding of the types of individual life insurance that are available: term life insurance, whole life insurance, universal life insurance, and variable life insurance
  • Explain the basic concepts and types of group life insurance
  • Identify important concepts that affect the income tax treatment given to life insurance policies
  • Apply certain guidelines on how to choose the appropriate policy type for clients


Designed For:

Life and health insurance producers and finance professionals




Course Information

Adding additional credit may change exam requirements.