Insurance > California > Life / Health

Paul J Winn California Variable Life Insurance Policies

Overview

California life agents who sell variable life insurance policies must complete two hours of variable life insurance policy training before each license renewal. This training is in addition to, and is not a part of, the annuity training required by California law. This course meets the variable life insurance policy training requirement. 

Summary Details

Hours

2.0







Learning Objectives

  • Identify and describe the key characteristics of individual variable life insurance
  • Discuss individual variable life insurance policy requirements
  • Describe the individual variable life insurance mandatory cover page disclosures
  • Recognize the reason for an insurer's imposition of a surrender charge
  • Describe the requirements of Regulation Best Interest
  • Identify the suitability requirements imposed when recommending and selling variable life insurance
  • Recognize the requirements of and best practices applicable to selling variable life insurance online


Designed For:

Agents licensed to write life insurance

Provider of Record: WebCE #257117

Approval Entity
ClearCert assists leading insurance carriers with their responsibility to certify producer compliance with mandatory AML, Annuity, LTCI, and Flood training requirements. WebCE has participated in the ClearCert network since the company was founded in 2008 to ensure producers receive full credit from their carriers for their course completions. WebCE will automatically report completion of this course to ClearCert.


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: 257117
Last Reviewed: September 2024
Study Level: Intermediate
Approved For: 2025 Variable Life 2-Hour

Exam

Proctor: No
Passing Grade: 70
Questions: 15



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