Life & Health Essentials
Self-Paced Online Course
This course helps build a better understanding of what your clients need to know about life and health insurance. Explaining the benefits of having the proper life and health insurance is key to the financial wellbeing of your clients’ families and businesses.
Be better prepared to answer questions about analyzing the need for and placement of life insurance. Health insurance includes a diverse assortment of policies, from medical expense coverage to vision care and dental coverage, plus a variety of delivery systems and health plans designed to manage the high cost of care.
Gain essential understanding of concepts associated with a basic life insurance contract, including the parties to the contract, requirements an individual or entity must satisfy to be insured, and the application process itself.
Introduces you to essential knowledge relating to term and permanent life insurance and helps you become familiar with the tools necessary to provide clients with both information and counsel regarding both types of insurance.
Obtain core knowledge and tools necessary to deliver information and counsel regarding broad life insurance concepts and products to your clients.
Acquire knowledge of health insurance policies, concepts, and products to assist you in conversations with clients.
You will continue your examination of federal regulations and their impact on health care and insurance. You will also explore consumer-driven health plans—specifically the FSA, HSA, and HRA.
Expand your understanding of Medicare, delivering the basic knowledge you need to provide information and counsel to your clients.
