Level: Intermediate
Why you need this course:
After completing this course, you’ll have a solid foundation in life insurance as a financial planning tool and the methods of determining the appropriate amount of coverage.
Upon successful completion of this course, you should be able to:
- Describe the financial impact of the premature death personal loss exposure.
- Describe the factors that influence the need for life insurance.
- Describe the needs approach and income approach for determining the appropriate amount of life insurance.
- Identify the sources of life insurance for individuals.
- Describe the various types of life insurance.
- Describe the common characteristics of group or employer-provided life insurance.
Cost: $20 per Professional Development Hour (PDH). Information on PDHs provided can be found here.
Life Insurance Topics Include:
- The financial impact of the premature death personal loss exposure
- Factors that influence the need for life insurance
- The needs approach and income approach for determining the appropriate amount of life insurance
- Sources of life insurance for individuals
- Various types of life insurance
- Common characteristics of group or employer-provided life insurance
Additional Learning Course Resource
Additional Knowledge Solutions
E-mail: customerservice@TheInstitutes.org
Phone: (800) 644-2101
Fax: (610) 640-9576
Mail: The Institutes
720 Providence Road
Suite 100
Malvern, PA 19355-3433
Customer Service hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. eastern time.
