Overview
Life insurance settlements benefit both sellers and buyers. Sellers receive more than the surrender value and are relieved of premium payments. Buyers benefit as the death benefit exceeds the purchase price and premiums paid. This course provides the required 15 hours of continuing education for California life settlement brokers, covering the state’s “15-Hour Life Settlement Broker Outline.” It includes in-depth explanations, examples, and the broker’s legal and ethical responsibilities in life settlement transactions.
Find this course for your license
License or Certification
Regulator
Type
Learning Objectives
- be familiar with the history and evolution of the life settlement industry
- understand California’s statutes and regulations pertaining to life settlements
- understand the entire life settlement transaction process
- know the role and responsibilities of the life settlement broker in the life settlement transaction
- understand the suitability factors that life settlement brokers must consider in regard to their clients
- be acquainted with the various types of fraud that may be perpetrated in connection with life settlements
Designed For:
Course Information
Adding additional credit may change exam requirements.
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