Course Curriculum

  • 1
    1. Introduction to Retirement Planning
  • 2
    2. Understanding Lide Insurance
    • 2.1 Why Life Insurance?
    • 2.2 Forms of Life Insurance
    • 2.3 Life Insurance: Fact or Fiction?
    • 2.4 A Closer Look at Term Life
    • 2.5 Types of Term Life Insurance
    • 2.6 A Closer Look at Permanent Life
    • 2.7 Types of Permanent Life Insurance
    • 2.8 Summary
    • Chapter 2 Quiz
  • 3
    3. Comparing and Selecting Life Insurance Policies
    • 3.1 Overview
    • 3.2 When to Suggest Term Life Insurance
    • 3.3 Strategies to Using Term Life Policies
    • 3.4 When to Suggest Permanent Life Insurance
    • 3.5 Summary
    • Chapter 3 Quiz
  • 4
    4. Understanding Annuities
    • 4.1 Overview
    • 4.2 Types of Annuities
    • 4.3 Election of Payment Options
    • 4.4 Potential Client Profiles
    • 4.5 Annuities: Frequently Asked Questions
    • 4.6 Summary
    • Chapter 4 Quiz
  • 5
    5. Ethical Considerations When Selling Insurance and/or Annuities
    • 5.1 Overview
    • 5.2 Advantages and Disadvantages of Life Insurance
    • 5.3 Advantages and Disadvantages of Annuities
    • 5.4 Ethical Considerations and Suitability in Selling Life Insurance
    • 5.5 Understanding the Suitability in Annuity Transactions Model Regulation
    • 5.6 Summary
    • Chapter 5 Quiz
  • 6
    Exam
    • Final Exam

Course Snapshot

  • 5 Chapters

    This course goes deep into preparing for retirement so that you not only get CE credits for your state but you gain valuable knowledge.

  • 4 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.

  • 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.