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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.
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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.
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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 Retirement Planning
- Affidavit of Personal Responsibility
- 1.1 Overview FREE PREVIEW
- 1.2 Purpose of the Course FREE PREVIEW
- 1.3 Life Insurance 101
- 1.4 History of Life Insurance Products
- 1.5 Annuities 101
- 1.6 A Brief History of Annuities
- 1.7 Recommending the Best Plan for Your Client’s Retirement Needs
- 1.8 Summary
- Chapter 1 Quiz FREE PREVIEW
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2
2. Understanding Life 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
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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
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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
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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
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6
Exam
- Final Exam