This course is designed to provide the student with an overview of using
selected insurance products regarding life and health needs of their clients.
The course covers a general overview the use of pension planning, life and
annuities insurance, long-term care, disability, and workers' compensation in
needs analysis. There is a portion of the course that reviews the regulation of
insurance which will help the student better understand some of the ethics
general issues involving the use of insurance. The student will gain a strong
understanding of the insurance in planning for their client's needs. The Center allows you up to six months to complete this course.
|
1 |
Unit 1: Changes in Life & Health |
|
2 |
Unit 2: Changes in Life & Health II |
|
3 |
Unit 3: Uninsured in America |
|
4 |
Unit 4: Pension Planning – Introduction, Pension Plans |
|
5 |
Unit 5: Pension Planning – Qualified Plans |
|
6 |
Unit 6: Pension Planning – Setting up a Pension Plan |
|
7 |
Unit 7: Pension Planning – Tax Benefits II |
|
8 |
Unit 8: Pension Planning – ERISA II, IRAs, SEPs, Annuities |
|
9 |
Unit 9: Life Insurance – Term Life |
|
10 |
Unit 10: Life Insurance – Term Life II, Whole Life |
|
11 |
Unit 11: Life Insurance – Whole Life II |
|
12 |
Unit 12: Life Insurance – Whole Life III |
|
13 |
Unit 13: Life Insurance – Whole Life IV, Universal Life |
|
14 |
Unit 14: Life Insurance – Universal Life II |
|
15 |
Unit 15: Life Insurance – Whole Life V |
|
16 |
Unit 16: Life Insurance – Income Tax and other Benefits |
|
17 |
Unit 17: Life Insurance – Annuities |
|
18 |
Unit 18: Life Insurance – Annuities II |
|
19 |
Unit 19: Life Insurance – Annuities III |
|
20 |
Unit 20: Life Insurance – Annuities IV, Variable Annuities |
|
21 |
Unit 21: Life Insurance – Variable Annuities II |
|
22 |
Unit 22: Life Insurance – Variable Annuities III |
|
23 |
Unit 23: Life Insurance – Variable Annuities IV |
|
24 |
Unit 24: Life Insurance – Variable Annuities V |
|
25 |
Unit 25: Life Insurance – Social Security |
|
26 |
Unit 26: Life Insurance – Determining Amount of Personal Life Insurance |
|
27 |
Unit 27: Life Insurance – Introduction to Needs Analysis |
|
28 |
Unit 28: Life Insurance – Needs Analysis Approach |
|
29 |
Unit 29: Life Insurance – Needs Analysis Approach II |
|
30 |
Unit 30: Life Insurance – Needs Analysis Part III |
|
31 |
Unit 31: Life Insurance – Needs Analysis Part IV |
|
32 |
Unit 32: Life Insurance - Needs Analysis V |
|
33 |
Unit 33: Life Insurance – Needs Analysis VI |
|
34 |
Unit 34: Long Term Care – Introduction |
|
35 |
Unit 35: Long Term Care – Provisions and Requirements |
|
36 |
Unit 36: Long Term Care – Regulations |
|
37 |
Unit 37: Disability Income Insurance – Introduction |
|
38 |
Unit 38: Disability Income Insurance – Total
Disability, Partial Disability |
|
39 |
Unit 39: Disability Income Insurance – Policy
Provisions |
|
40 |
Unit 40: Disability Income Insurance – Policy
Provisions II |
|
41 |
Unit 41: Workers’ Compensation – History, Laws |
|
42 |
Unit 42: Workers’ Compensation – Definitions II |
|
43 |
Unit 43: Workers’ Compensation – Compensable Injuries and Employment
Risk |
|
44 |
Unit 44: Workers’ Compensation – Disability Income Benefits |
|
45 |
Unit 45: Workers’ Compensation – Disability Income Benefits II |
|
46 |
Unit 46: Workers’ Compensation – Disability Income Benefits III |
|
47 |
Unit 47: Workers’ Compensation – Medical Benefits |
|
48 |
Unit 48: Workers’ Compensation – Claim Procedures |
|
49 |
Unit 49: Workers’ Compensation – Claim Procedures II |
|
50 |
Unit 50: Insurance Regulation – History |
|
51 |
Unit 51: Insurance Regulation – Why Regulate? |
|
52 |
Unit 52: Insurance Regulation – Purpose of Regulation |
|
53 |
Unit 53: Insurance Regulation – Reasons for Regulation |
|
54 |
Unit 54: Insurance Regulation – Methods of Regulation |
|
55 |
Unit 55: Insurance Regulation – Regulation of Finances |
|
56 |
Unit 56: Insurance Regulation – Regulation of Finances II |
|
57 |
Unit 57: Insurance Regulation – Regulation of Insurers |
|
58 |
Unit 58: Insurance Regulation – State vs. Federal Regulation |
|
59 |
Unit 59: Insurance Regulation – Taxes, Rate Regulation |
|
60 |
Unit 60: Insurance Regulation – Rate Regulation II, Conclusion |
