Life Insurance Underwriting and Policy Comparison

Course Overview

Life Insurance plays and important role in the financial security of many families. Over the years, life insurance policies have evolved from fairly straight-forward contracts that provided one type of benefit into complex contracts that often include numerous types of benefits and features. New products have frequently been introduced in response to changing economic conditions and consumer preferences, and that trend is expected to continue in the future.

Learning Objectives

When you have completed this course, you will be able to:

  • Demonstrate knowledge of life insurance contracts by comparing those life insurance contracts and explain their key provisions, clauses, and featured riders,
  • Develop the key skill in risk management, product underwriting, and guiding your customers' decisions,
  • Explain to customers how life insurance is a key step in any estate planning with a focus on their beneficiary needs and choices.

Module 1: Course Overview

Module 2: Life Insurance and Life Insurance Products

Module 3: Insurance Applications and Receipts

Module 4: Mortality and Rating

Module 5: Underwriting Process and Underwriting Actions

Module 6: Team Life Insurance

Module 7: Whole Life Products

Module 8: Specialized Policy Forms

Module 9: Flexible Policies

Module 10: Life Insurance Policy Riders

Module 11: Life Insurance Policy Options

Module 12: Life Insurance Policy Provisions

Module 13: Life Insurance and Financial Planning

Price: $150

This Course includes:

   Text-based content

   5 weeks