Insurance > Kentucky > Life / Health

Viatical and Life Settlements: The Life Insurance Secondary Market

Overview

This course thoroughly covers viatical and life settlements, now mainstream options for disposing of life insurance policies. It explores markets, prospects, processes, taxation, regulation, and market conduct issues, enabling producers to guide clients appropriately.

Summary Details

Hours

7.0

Price

$19.95







Learning Objectives

  • Explain how and why the life settlement industry developed in the United States
  • Identify the markets for life and viatical settlements
  • Describe the process by which a policyowner obtains a settlement offer
  • Discuss the distinctions between viatical and life settlements
  • Identify the significant market conduct issues affecting settlements
  • Explain the tax treatment of life insurance policies sold in the secondary market


Designed For:

Life and health insurance producers and finance professionals



Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: None
Delivery Method: Self-Study
PDF Download: Available
Provider of Record: WebCE
Provider Number: S12712
Study Level: Intermediate
Approved For: Life Settlement

Exam

Proctor: No
Passing Grade: 70
Questions: 50



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