Overview
Recruiting and training competent, motivated employees is a significant expense for employers, who must also focus on retaining valuable talent. Employee benefits play a crucial role in the well-being of employees and their families. This course explores various benefits employers may offer, such as group life, health, and disability insurance, voluntary and executive benefits, and retirement plans. It also covers the role of financial advisors in educating clients and identifying suitable insurance programs.
Learning Objectives
- Explain the basic characteristics, advantages, and disadvantages of group life insurance
- Understand the principal types of group health insurance
- Identify the principal types of voluntary employee benefits available in the marketplace
- Understand why employers might offer nonqualified plans such as split dollar insurance, group carve-out plans, executive bonus plans, and selective executive retirement plans (SERPs)
- iIentify the employee and employer benefits normally associated with qualified retirement plans
- Describe the role of the financial advisor in helping employers implement appropriate employee benefit plan solutions
Designed For
Life and health insurance producers; financial planners and advisors
Find this course for your license:
License or Certification
Regulator
Type