Life Insurance in the U.S.

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Life Insurance in the U.S. - Part 1

  • 6 hours/6 CE credits
  • $165 member/$215 nonmember 

It’s been said:  “A life worth living is a life worth insuring.” Studies show, however, that many people in the United States lack their own personal life insurance policy. This class  reviews the statistics associated with the ownership of life insurance, as well as the average amount of insurance in force per person.

Topics include:

  • History of life insurance
  • Policy provisions
  • Ownership rights
  • Beneficiary designations
  • Death benefit settlement options
  • Participating vs. non-participate companies
  • Conditional receipts and more

Life Insurance in the U.S. - Part 2

  • 6 hours/6 CE credits
  • $165 member/$215 nonmember 

This class explores the history of life insurance in the U.S. and in other countries and reviews the various ways that life insurance proceeds can be used in a business setting.

Topics include:

  • History of life insurance
  • Business continuation issues 
  • Buy-Sell agreements
  • EOLI and COLI policies
  • Key-Person Insurance
  • "Living Benefits" of Personal Life Insurance Plans
  • Pension maximization

 

Contact IIAT Education & Training





IIAT Education & Training
education@iiat.org
800.880.7428 or 512.476.6281

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