Life Insurance Policies -- CLEQ

Overview

Insurance professionals need a solid understanding of various life insurance forms to provide suitable recommendations. This course covers the features, benefits, and provisions of common policies for personal and business uses, examining their structure and benefits. It also addresses life insurance taxation and the distinction between life insurance policies and modified endowment contracts.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • Identify the various ways life insurance can be used for personal and business needs.
  • Describe the features, characteristics, and applications of whole life, term life, universal life, variable life, variable universal life, single premium life, MECs, and survivorship life.
  • Explain the tax treatment of life insurance policies and proceeds.

Designed For:

Life insurance professionals 




Course Information

Adding additional credit may change exam requirements.