| Course
Name (Format) |
CEU |
Cost |
|
|
| ACCE CFP Board Code Of Ethics**($15) (Online) | 2 | $30 | Buy |
|
| Annuities (Text Book) | 5 | $36 | Buy |
|
| Annuities Today (Online) | 7 | $30 | Buy |
| Annuities Today (Text Book) | 7 | $34 | Buy |
|
| Asset Allocation (Online) | 4 | $30 | Buy |
| Asset Allocation (Text Book) | 4 | $43 | Buy |
|
| Keys To Asset Allocation (Online) | 4 | $25 | Buy |
| Keys To Asset Allocation (Text Book) | 4 | $30 | Buy |
|
| Business Retirement Plans (Online) | 4 | $20 | Buy |
|
| Deferred Annuities (Text Book) | 2 | $28 | Buy |
|
| Exploring Deferred Annuities (Online) | 4 | $20 | Buy |
| Exploring Deferred Annuities (Text Book) | 4 | $30 | Buy |
|
| Got Retirement? What About IRAs... (Online) | 3 | $18 | Buy |
| Got Retirement? What About IRAs... (Text Book) | 3 | $25 | Buy |
|
| End of Life Issues & Advance Directives (Online) | 3 | $39 | Buy |
| End of Life Issues & Advance Directives (Text Book) | 3 | $39 | Buy |
|
| Evolution Of Health Insurance (Online) | 6 | $20 | Buy |
| Evolution Of Health Insurance (Text Book) | 6 | $32 | Buy |
|
| Health Insurance Plans (Online) | 4 | $30 | Buy |
| Health Insurance Plans (Text Book) | 4 | $43 | Buy |
|
| IRA Products and Simple Plans (Online) | 3 | $30 | Buy |
| IRA Products and Simple Plans (Text Book) | 3 | $43 | Buy |
|
| Intro To Variable Annuities (Online) | 5 | $19 | Buy |
| Intro To Variable Annuities (Text Book) | 5 | $30 | Buy |
|
| Long Term Care (Text Book) | 4 | $30 | Buy |
|
| Long Term Care and Disability Insurance (Text Book) | 5 | $36 | Buy |
|
| Life Insurance, Disability Income & Annuities (Online) | 7 | $30 | Buy |
| Life Insurance, Disability Income & Annuities (Text Book) | 7 | $34 | Buy |
Life Insurance, Disability Income, & Annuities
Course Description
This course is a comprehensive insurance course that explores and details the different types of products and situations involving life insurance, disability income, and annuities along with their many uses when it comes to providing for individual, family, and business needs.
It covers term, permanent, adjustable, universal, and variable life insurance along with the numerous variations within each category. It outlines and teaches the many uses of life insurance, both personal and business. In addition, your course explains the income and estate taxation of life insurance along with an extensive discussion of payout options, policy loans, premiums, withdrawals, dividends, cash surrenders, and accelerated death benefits concepts.
The disability income component in this course is designed to review and teach you about the features of the various types of disability insurance options and non-insurance specific programs, as well. The course explores individual disability insurance, employer-provided disability insurance, government programs that pay disability benefits, and the taxes inherent on these benefits. Provided also is a discussion of the specialized disability-related policies that are used for overhead expenses and buy-sell agreements. Association and Salary continuation arrangements with group disability income protection programs are discussed, as well.
The annuity section profiles the annuity concept and details as well as explains what an annuity is and how it works. The fundamentals of the accumulation and payout phases of annuities are discussed. Settlement options are explained along with their most common uses being covered. This section also discusses taxation of annuities. Federal income tax treatment of premature withdrawals, lump-sum distributions, and periodic payments are dealt with fully. It covers the different types of annuity contracts and the characteristics of each of the fixed, variable and equity indexed varieties. Annuity product types with their features and benefits are highlighted including specifics such as premium options, immediate vs. deferred, qualified vs. nonqualified, and the whole host of settlement options.
We’re confident, whether you are a newer producer or planner, or a veteran producer or planner, that you will gain vauable insight into this critical area for Americans as well as brush up on current info and details pertinent to this area of your expertise.
(Close Detail) |
|
| Mutual Fund Investing (Online) | 5 | $19 | Buy |
| Mutual Fund Investing (Text Book) | 5 | $30 | Buy |
|
| Mutual Funds and Individual Securities (Online) | 3 | $30 | Buy |
| Mutual Funds and Individual Securities (Text Book) | 3 | $40 | Buy |
|
| On Aging: LTC, LTC Insurance & LTC Partnership (Online) | 6 | $20 | Buy |
| On Aging: LTC, LTC Insurance & LTC Partnership (Text Book) | 6 | $32 | Buy |
|
| Retirement...Individual & Employer Sponsored Plans (Online) | 6 | $20 | Buy |
| Retirement...Individual & Employer Sponsored Plans (Text Book) | 6 | $32 | Buy |
|
| Roth & Other IRA Plans (Text Book) | 5 | $30 | Buy |
|
| Small Business Retirement Plans (Text Book) | 2 | $18 | Buy |
|
| Suitability In Annuity Transactions (Online) | 6 | $20 | Buy |
| Suitability In Annuity Transactions (Text Book) | 6 | $32 | Buy |
|
| The Living Trust and Probate Avoidance (Text Book) | 4 | $43 | Buy |
|
| Understanding IRA's and Simple Plans (Text Book) | 7 | $34 | Buy |
|
| Understanding Living Trusts (Online) | 3 | $30 | Buy |
| Understanding Living Trusts (Text Book) | 3 | $43 | Buy |
|
| Variable Annuities (Text Book) | 4 | $30 | Buy |
|
