CE > California > Life / Health

California 15-Hour Life Settlement Broker Training Course

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.

Summary Details

Hours

15.0







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:

Life and health insurance producers and finance professionals

Provider of Record: WebCE #257117


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
Approved For: Life Settlement

Exam

Proctor: No
Passing Grade: 70
Questions: 45



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