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LIFE INSURANCE TRAINING CLASS

By mightyguardiansllc.com Uncategorized
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About Course

This Life Insurance Training Class offers in-depth instruction for new agents in the insurance field. Participants will acquire vital skills and strategies for building and expanding their businesses. The curriculum includes financial needs analysis, client recruiting, effective sales techniques, and a comprehensive understanding of the life insurance industry. Designed to support agents in completing their initial licensing, this course aims to facilitate significant business growth within the first 90 days.

 

What Will You Learn?

  • 1. Fundamentals of Life Insurance:
  • Understanding the purpose and importance of life insurance.
  • Different types of life insurance policies (term, whole, universal, variable).
  • Key terms and concepts (beneficiaries, premiums, death benefits).
  • 2. Policy Structure and Features:
  • Components of a life insurance policy.
  • Riders and additional features.
  • How to evaluate and select appropriate policy options for clients.
  • 3. Underwriting Process:
  • Steps in the underwriting process.
  • Risk assessment and factors influencing policy approval.
  • How to prepare clients for underwriting.
  • 4. Sales Techniques and Client Needs Analysis:
  • Conducting thorough client needs assessments.
  • Matching clients with suitable life insurance products.
  • Effective sales strategies and objection handling.
  • 5. Regulatory and Ethical Considerations:
  • Understanding the regulatory environment.
  • Ethical practices and compliance in life insurance sales.
  • Continuing education and staying updated with industry changes.
  • 6. Financial Planning Integration:
  • Role of life insurance in a comprehensive financial plan.
  • Coordinating life insurance with other financial products and services.
  • Long-term financial planning and policy reviews.
  • 7. Claims and Benefits Processing:
  • Steps in filing and processing life insurance claims.
  • Supporting clients and beneficiaries through the claims process.
  • Common issues and resolutions.
  • 8. Advanced Topics:
  • Estate planning and life insurance.
  • Business applications of life insurance (key person insurance, buy-sell agreements).
  • Tax implications of life insurance policies.

Course Content

Chapter 1: Getting started: Life Insurence Pre-Licensing
Chapter 1: Getting Started: Life Insurance Pre-Licensing This chapter introduces the fundamental concepts for understanding life insurance and preparing for the licensing exam. It covers the importance of life insurance, the types of policies, the regulatory environment, and the ethical considerations for insurance professionals. Key topics include: - Overview of life insurance and its importance - Types of life insurance policies (term, whole, universal, etc.) - Regulatory bodies and licensing requirements - Ethical standards and professional conduct - Steps to obtain a life insurance license

  • Getting started: Life Insurence Pre-Licensing

Chapter 2: Genderal Insurence

Chapter 3: Life Insurance Basics

Chapter 4: Life Insurance Policies

Chapter 5: Annuites

Chapter 6: Provisions

Loans and withdrawls

Taxation of Life Insurance

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