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Life Insurance Planning (GA 56190)

Posted on 01.04.19

Georgia Course Approval Number: 56190

The Life Insurance Planning course provides an introductory, but comprehensive overview of the products, sales and marketing, regulation, and other key aspects related to Life Insurance. While this can serve as a “refresher” course for many agents who are experienced in Life Insurance it will give new agents and customer services representatives a more comprehensive understanding of Life Insurance products and features.

After completion of this lesson, you will be able to:

• Describe the characteristics of term life insurance and the various types of permanent life insurance.
• State a working definition and the income tax definition of life insurance.
• Explain the concept of insurable interest.
• Compare life insurance generally with annuities, mutual funds, and retirement plans.
• List the various ratings systems for life insurance companies.

Course Content

Chapters Status
1

Chapter 1: (Read More) How Much is Life Insurance?

2

Chapter 1: How Much is Life Insurance?

3

Chapter 2: (Read More) Business Entities

4

Chapter 2: Business Entities

5

Chapter 3: (Read More) Buy-Sell Agreements

6

Chapter 3: Buy-Sell Agreements

7

Chapter 4: (Read More) Key Employee & Split-Dollar

8

Chapter 4: Key Employee & Split-Dollar

9

Chapter 5: (Read More) Nonqualified Deferred Comp

10

Chapter 5: Nonqualified Deferred Comp

11

Chapter 6: (Read More) Irrevocable Life Insurance Trust

12

Chapter 6: Irrevocable Life Insurance Trust

13

Chapter 7: Life Insurance Planning FINAL EXAM

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Chapters

  • Chapter 1: (Read More) How Much is Life Insurance?

  • Chapter 1: How Much is Life Insurance?

  • Chapter 2: (Read More) Business Entities

  • Chapter 2: Business Entities

  • Chapter 3: (Read More) Buy-Sell Agreements

  • Chapter 3: Buy-Sell Agreements

  • Chapter 4: (Read More) Key Employee & Split-Dollar

  • Chapter 4: Key Employee & Split-Dollar

  • Chapter 5: (Read More) Nonqualified Deferred Comp

  • Chapter 5: Nonqualified Deferred Comp

  • Chapter 6: (Read More) Irrevocable Life Insurance Trust

  • Chapter 6: Irrevocable Life Insurance Trust

  • Chapter 7: Life Insurance Planning FINAL EXAM

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