Essentials of Life Insurance (CPE Course)
CPE Credit: 2 hours
Course Type: Downloaded PDF materials with online test
Price (with PDF Textbook): $25
Course Description
Life insurance is a key financial product, with real benefits when you know how to use it properly. In the Essentials of Life Insurance course, we describe the various types of life insurance, how to determine the correct amount of it, the relevant advantages and disadvantages, and how to understand the intricacies of permanent life insurance. These and many other topics should give you a solid understanding of how life insurance can benefit you.
Author: Steven Bragg
Course Number: SK0004
Learning Objectives
Identify the various uses for life insurance.
Specify the concepts underlying how life insurance operates.
Identify the information sources to verify the medical information of life insurance applicants.
Specify how the incontestability clause works.
Identify the elements of a permanent life insurance policy.
Recall the advantages and disadvantages of both types of life insurance.
Specify the advantages and disadvantages of policy loans.
Specify how premium financing operates.
Recall the circumstances under which you can transfer ownership of a life insurance policy.
Level: Overview
Instructional Method: QAS Self-Study
NASBA Category: Specialized Knowledge
Prerequisites: None
Advance Preparation: None
Latest Review Date: April 2023
Program Registration Requirements: Click on "Purchase Course" near the top of this page to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.
Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.
AccountingTools, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
The NASBA sponsor identification number for Accountingtools, Inc. is 115881.
AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.