Insurance CE > Florida > 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

5.0

Price

$14.95







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

Repetition Rule: The Florida DOFS does not permit agents to repeat the same course within 2 years of the original completion date.

This course has been approved by the Florida Department of Financial Services for insurance continuing education.

Provider of Record: WebCE
Provider Number: 364621


Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: None
Delivery Method: Self-Study
PDF Download: Not Available
Course Approval Number: 66927
Provider of Record: WebCE
Provider Number: 364621
Study Level: Intermediate
Approved For: 214, 215, 216, 218, 240, 440

Exam

Proctor: No
Passing Grade: 70
Questions: 30



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