Life Insurance Concepts

Life Insurance Concepts examines the important concepts affecting life insurance and its application. The course explains the fundamental purposes of life insurance, including its use in the personal family market as a tool for income replacement, estate creation and conservation, and charitable gifting. The course examines the use of life insurance in the business market as a funding vehicle for buy-sell agreements, key executive benefits, and split-dollar plans. Methods of determining life insurance needs in both the personal family market and business market are considered. The course concludes with an explanation of the tax treatment of life insurance.

The course covers the following topics:

  • Introduction to Life Insurance
  • Reasons for and Uses of Life Insurance
  • Life Insurance Concepts
  • Features of Life Insurance
  • Methods for Determining Life Insurance Needs
  • Concepts Affecting Life Insurance Taxation
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