We have noticed you are using an older version of Internet Explorer. To ensure complete functionality please upgrade your version of Internet Explorer.

Update IE
  • Home
  • |
  • Personal Life Insurance- > TX – 3 hr(s) (General)

Personal Life Insurance

Students learn the type of client data needed and how to build client rapport and create trust. The various lump-sum …
Price: $20.00
Personal Life Insurance
Get Started Now!
877-881-2235
We’re Trusted and Secure for every step of your online experience:
Trusted Site
ONLINE COURSE | CREDIT HOURS: 3 | Recommended Course Recommended Course 4 100

Description

Students learn the type of client data needed and how to build client rapport and create trust. The various lump-sum cash needs at the death of a breadwinner are identified, and guidelines are provided that enable students to recommend life insurance in amounts that fully protect their clients. The surviving familys income needs are examined, and the students learn how to calculate adequate survivor income and the life insurance needed to provide that income. Social Security survivor benefits are discussed, including the Childs benefit, the Mothers or Fathers benefit, and Widows and Widowers benefit.

What You’ll Learn

Upon completion of the course, the student will be able to:
– Understand the importance of basing client insurance requirements on a thorough going analysis of needs
– Understand the keys to building client rapport and trust
– Gather the appropriate client information required to perform an insurance needs analysis
– Identify and calculate a client’s family’s lump-sum needs at the death of a breadwinner
– Understand the Social Security survivor benefits that need to be considered in analyzing survivors’ needs for life insurance to replace income
– Identify and calculate survivor’s income needs during the dependency period, blackout period and retirement period

Quiz Information

You will not be required to pass the quizzes to move on to the next lesson.

Exams

You will be required to pass the final exam with a 70% in order to receive course credit.

Course Name Course Delivery Credit Hours Price Qty
Personal Life Insurance 3
Price: $20.00

Upon completion of the course, the student will be able to:
– Understand the importance of basing client insurance requirements on a thorough going analysis of needs
– Understand the keys to building client rapport and trust
– Gather the appropriate client information required to perform an insurance needs analysis
– Identify and calculate a client’s family’s lump-sum needs at the death of a breadwinner
– Understand the Social Security survivor benefits that need to be considered in analyzing survivors’ needs for life insurance to replace income
– Identify and calculate survivor’s income needs during the dependency period, blackout period and retirement period

Upon completion of the course, the student will be able to:
– Understand the importance of basing client insurance requirements on a thorough going analysis of needs
– Understand the keys to building client rapport and trust
– Gather the appropriate client information required to perform an insurance needs analysis
– Identify and calculate a client’s family’s lump-sum needs at the death of a breadwinner
– Understand the Social Security survivor benefits that need to be considered in analyzing survivors’ needs for life insurance to replace income
– Identify and calculate survivor’s income needs during the dependency period, blackout period and retirement period

Coming Soon.

  • Overall, I think the course works great. Everything is explained in simple English and the voiceover is wonderful.
    Employee Benefits Specialist
  • Just wanted to drop you a quick email to say thanks for providing a great online learning
    environment.
    Thanks,
What People are Saying …

Question? Contact Us!

Life, Health, Disability and Long Term Care GA – (Life & Accident) Learn More
Pennsylvania Premium Licensing Package: Property and Casualty Learn More
Pennsylvania Standard Licensing Package: Life and Health Learn More
Georgia Ultimate Success Licensing Package: Property and… Learn More