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Course Details

Life Insurance Essentials (Course Id 779)

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Author : Walter G. Austin, Ph.D., CPA
Status : Production
CPE Credits : 2.0
IRS Credits : 0
Price : $19.95
Passing Score : 70%
Primary Subject-Field Of Study:

Finance - Accounting and Auditing for Course Id 779

Description :

This basic course describes the variables that need to be used in calculating the need, if any, for sharing the financial risk of death. The importance of knowing the investment vehicle to be used by the beneficiaries is discussed in some detail. The various types of life insurance and the appropriateness of each type are covered. Life insurance vehicles such as Term, Whole Life, Universal Life, and Variable Life policies and their attributes are discussed. Special contracts and clauses coverage are included.

Usage Rank : 0
Release : 2015
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 03-Jun-2015
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - NASBA Registry - 779

Keywords : Finance, Life, Insurance, Essentials, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

    To understand the different life insurance vehicles that may be used. (Unit One)
    To understand the circumstances when it would be appropriate to use each of these vehicles. (Unit One)
    To understand many of the special contracts and clauses that may be available in a policy. (Unit Two)

Unit 1
Life Insurance Basics

    To understand the different life insurance vehicles that may be used.
    To understand the circumstances when it would be appropriate to use each of these vehicles.

Unit 2
Special Contracts and Clauses

    To understand many of the special contracts and clauses that may be available in a policy.
Course Contents :

Unit 1 - Life Insurance Basics

Unit 1 Review Questions

 

Unit 2 - Special Contracts and Clauses

Unit 2 Review Questions

Finance Course 779 Home: https://www.cpethink.com/cpe-for-cpas
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