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6 Chapters
This course goes deep into Whole Life insurance so that you not only get CE credits for your state but you dive deeper into the subject.
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3 Credits
In the state of North Carolina, you need 24 credit hours every 2 years. Once you complete this course, we'll send over your passing grade so you get the credit you need.
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3-6-5
Access your courses, certificates, transcript here 365 days a year. Everything you need in one place so you can get back to what matters to you.
Course Curriculum
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1
1. Introduction to Life Insurance
- Affidavit of Personal Responsibility FREE PREVIEW
- 1.1 Overview FREE PREVIEW
- 1.2 Purpose of the Course FREE PREVIEW
- 1.3 Why Life Insurance?
- 1.4 Forms of Life Insurance
- 1.5 Life Insurance: Fact or Fiction?
- 1.6 Life Insurance Statistics
- 1.7 Summary
- Chapter 1 Quiz FREE PREVIEW
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2
2. A Closer Look at Term Life Insurance
- 2.1 Overview
- 2.2 Policy Duration or Term
- 2.3 Renewability
- 2.4 Convertibility
- 2.5 Forms of Term Life Insurance
- 2.6 Summary
- Chapter 2 Quiz
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3
3. Examining Term Life’s Common Policy Provisions, Exclusions and Riders
- 3.1 Overview
- 3.2 Term Insurance Policy Provisions
- 3.3 Term Insurance Policy Exclusions
- 3.4 Common Policy Riders
- 3.5 Do’s and Don’ts Following a Denied Life Insurance Claim
- 3.6 Summary
- Chapter 3 Quiz
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4
4. Let’s Talk Taxes
- 4.1 Overview
- 4.2 Tax Treatment of Policy Premiums
- 4.3 Tax Treatment of Death Benefits
- 4.4 All About Estate Taxes
- 4.5 Summary
- Chapter 4 Quiz
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5
5. Group Coverage and Other Special Use Policies
- 5.1 Overview
- 5.2 Group Term Life Insurance: The Basics
- 5.3 Choosing a Benefit Schedule
- 5.4 Advantages of Group Term Life Insurance
- 5.5 Group Life Insurance Statistics
- 5.6 Special Use Policies
- 5.7 Summary
- Chapter 5 Quiz
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6
6. Is Term Life The Right Choice for You?
- 6.1 Overview
- 6.2 Who Should Buy Term Life: Determining Suitability
- 6.3 How Much and For How Long?
- 6.4 Strategies for Using Term Life Policies
- 6.5 Selling a Life Insurance Policy
- 6.6 Ethical Considerations for Life Insurance Agents
- 6.7 Sample Code of Ethics
- 6.8 Summary
- Chapter 6 Quiz
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7
Exam
- Final Exam