About Course
A focused course designed to help you understand core life insurance concepts, meet state pre-licensing requirements, and confidently prepare for the life insurance exam.
Course Content
Pre-licensing Preparation for Life Producer
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Module 1: Introduction to Life Insurance
01:21 -
Module 1.1: The Big Picture
06:36 -
Quiz
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Module 1.2: Contract Law – The Foundation
03:01 -
Quiz
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Module 1.3: Distinct Characteristics of Insurance Contracts
02:58 -
Quiz
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Module 2: The Application Process
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Module 2.1: Completing the Application
04:11 -
Quiz
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Module 2.2: Collecting the Initial Premium
02:18 -
Quiz
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Module 3: Underwriting and Risk Classification
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Module 3.1: The Underwriting Process
03:42 -
Quiz
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Module 3.2: Risk Classification and STOLI/IOLI
03:16 -
Quiz
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Module 4: Policy Delivery and Compliance
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Module 4.1: Delivering the Policy
03:06 -
Quiz
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Module 4.2: USA PATRIOT Act and Anti-Money Laundering (AML)
03:35 -
Quiz
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Module 5: Conclusion
01:11 -
Module 6: Term Life Insurance
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Module 6.1: Understanding Term Life
04:39 -
Quiz
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Module 6.2: Types of Term Life Insurance
04:09 -
Quiz
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Module 7: Whole Life Insurance
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Module 7.1: Understanding Whole Life
03:33 -
Quiz
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Module 7.2: Term vs Permanent Life Insurance
02:03 -
Quiz
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Module 8: Flexible Premium Policies
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8.1: Understanding Universal Life
02:43 -
Quiz
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Module 8.2: Variable and Indexed Universal Life
03:47 -
Quiz
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Module 9: Joint and Survivorship Life Insurance
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Module 9.1: Understanding Joint and Survivorship Life
02:59 -
Quiz
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Module 10: Annuities
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Module 10.1: Introduction to Annuities
02:06 -
Quiz
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Module 10.2: Types of Annuities
03:23 -
Quiz
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Module 11: Conclusion
01:09 -
Module 12: Policy Provisions
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Module 12.1: Introduction to Policy Provisions
04:02 -
Quiz
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Module 12.2: Key Policy Provisions
02:02 -
Quiz
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Module 12.3: More Policy Provisions
04:27 -
Quiz
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Module 13: Policy Riders
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Module 13.1: Introduction to Policy Riders
01:23 -
Quiz
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Module 13.2: Disability Riders
02:15 -
Quiz
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Module 13.3: Other Insured Riders & Riders Affecting Death Benefit
02:37 -
Quiz
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Module 14: Policy Options
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Module 14.1: Nonforfeiture Options
03:02 -
Quiz
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Module 14.2: Dividend Options & Settlement Options (Continued)
03:51 -
Quiz
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Module 15: Conclusion
00:24 -
Module 16: Third-Party Ownership, Viatical Settlements, and Life Settlements
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Module 16.1: Third-Party Ownership
02:02 -
Quiz
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Module 16.2: Viatical and Life Settlements
03:43 -
Quiz
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Module 17: Group Life Insurance, Retirement Plans, and Life Insurance Needs Analysis
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Module 17.1: Group Life Insurance
02:33 -
Quiz
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Module 17.2: Qualified vs. Non-qualified Retirement Plans
02:59 -
Quiz
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Module 17.3: Life Insurance Needs Analysis and Suitability
02:04 -
Quiz
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Module 18: Tax Treatment and Social Security Benefits
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Module 18.1: Tax Treatment of Life Insurance Premiums, Proceeds, and Dividends
03:08 -
Module 18.2: Social Security Benefits & Module Recap
02:06 -
Quiz
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Module 19: Conclusion
01:28 -
Module 20: The Life Insurance Application Process
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Module 20.1: The Producer’s Role in Life Insurance Field Underwriting
04:06 -
Quiz
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Module 20.2: Completing the Life Insurance Application and Obtaining Signatures
03:37 -
Quiz
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Module 21: Underwriting and Information Gathering
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Module 21.1: Explaining Sources of Life Insurance Insurability Information
02:27 -
Quiz
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Module 21.2: Completing the application while protecting Information
01:34 -
Quiz
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Module 22: Policy Delivery and Replacements
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Module 22.1: Policy Delivery and Explanations
01:27 -
Quiz
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Module 23: Wrap Up
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Module 23.1: Recap of Field Underwriting Procedures
01:12
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