Life Insurance

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Level: Intermediate

Why you need this course:
After completing this course, you'll have a solid foundation in life insurance as a financial planning tool and the methods of determining the appropriate amount of coverage.

Upon successful completion of this course, you should be able to:

  • Describe the financial impact of the premature death personal loss exposure.
  • Describe the factors that influence the need for life insurance.
  • Describe the needs approach and income approach for determining the appropriate amount of life insurance.
  • Identify the sources of life insurance for individuals.
  • Describe the various types of life insurance.
  • Describe the common characteristics of group or employer-provided life insurance.

Cost: $20 per Professional Development Hour (PDH). Information on PDHs provided can be found here.

Life Insurance Topics Include:

  • The financial impact of the premature death personal loss exposure
  • Factors that influence the need for life insurance
  • The needs approach and income approach for determining the appropriate amount of life insurance
  • Sources of life insurance for individuals
  • Various types of life insurance
  • Common characteristics of group or employer-provided life insurance

Phone: (800) 644-2101 (U.S. and Canada)
(610) 644-2100 (Outside the U.S. and Canada)
Fax: (610) 640-9576
Mail: The Institutes
720 Providence Road
Suite 100
Malvern, PA 19355-3433
Customer Success is available Monday through Friday, 8 a.m. to 6 p.m. eastern time.

For retail ordering information, contact Customer Success or shop online. Or take a look at our full catalog.

E-mail: CustomerSuccess@TheInstitutes.org
Phone: (800) 644-2101

Customer Success hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. eastern time.

Interested in corporate multi-user information, volume discounts, or learning management system (LMS) compatibility? Contact the Institutes' Regional Sales Executive in your area.


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