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Basic Course of Life Insurance, Disability, Annuities and Retirement Plans- 6 Credits

Basic Course of Life Insurance, Disability, Annuities and Retirement Plans- 6 Credits

SKU
SE22-KT-6000133919-ENG-6G

Basic Concepts of Life Insurance, Disability, Annuities and Retirement Plans - 6 Credits

$99.00
In stock
SKU
SE22-KT-6000133919-ENG-6G
Overview

Basic Concepts of Life Insurance, Disability, Annuities and Retirement Plans has been developed both for producers and insurance representatives who are starting their career, as well as for those who want to refresh their acquired knowledge. It intends to familiarize them with the basic principles of life and disability policies, annuity contracts and retirement plans. You will also be able to become familiar with the sales process and marketing methods, as well as be able to identify those instances where a prospect may engage in money laundering.



Includes:

Online course with video readings, available 24/7 from anywhere.
Accessible from any device with an internet connection.
Exam at the end of the course, virtual and supervised by a Proctor.
Appointment system for exam, available within each course.
Daytime and evening exam schedules available Monday through Friday.
SLSTECH takes care of sending your notes to the Commissioner the next day.
We have office space for face-to-face assistance (incurs an additional cost per day).

Description:

Basic Concepts of Life Insurance, Disability, Annuities and Retirement Plans has been developed both for producers and insurance representatives who are starting their career, as well as for those who want to refresh their acquired knowledge. It intends to familiarize the producer with the basic principles of life and disability policies, annuity contracts and retirement plans. You will also be able to become familiar with the sales process and marketing methods, as well as be able to identify those instances where a prospect can incur money laundering and know the basic principles of ethics.


The course covers many topics, including the following:

Insurance History
Life insurance marketing
Types of Life Insurance
Disability Policies
annuities
retirement plans
Money laundering
Ethics (Only the topic is discussed, it does not count for contact hours)


Contact Hours: Six (6) (Does not include ethics)

Instructor: Keila M. Toro-Rodriguez, MPA

More Information
Learning Objectives

Course Objectives:

Among its objectives is to familiarize with the basic principles of life and disability policies, annuity contracts and retirement plans. You will also be able to become familiar with the sales process and marketing methods, as well as be able to identify those instances where a prospect may incur money laundering.

Contact Hours6 Horas
Cursos OCSGeneral
Código6000133919
Fecha de ExpiraciónOct 29, 2024
InstructorKeila M. Toro
DevicesDesktop, Tablet, Mobile
LanguageEnglish

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