There are countless opportunities for property and casualty agents to develop life and health business. This institute will provide the basic, essential background, knowledge, and confidence to succeed in this market. Topics covered:- Essentials of Life Insurance*
- Essentials of Health, Disability Income, and Group Insurance*
- Applications of Life and Disability Income Insurance to Personal Needs*
- Applications of Life and Disability Income Insurance to Business Needs*
- Annuities*
- Medicare, Medigap, Medicaid
- Long-Term Care Insurance
- Financial Planning
- Estate Planning
- Retirement Planning
- Organizational Structure and Marketing Techniques for Life and Health Insurance
- Innovations in Life and Health Insurance
- State Specific Exposures/Special Coverages
Participants will:- Learn the basic characteristics, provisions, and riders found in most life, health, and disability income insurance contracts.
- Understand the application of life and disability income insurance to specific personal and business needs.
- Gain a basic knowledge of the various types of annuity products.
Mandatory topics are part of every Institute. Optional subjects will vary. |
