NEW! Accredited Customer Service Representative (ACSR)—Life/Health Track

ACSR Life/Health Track Bottom-Line Benefits:
  • Improve efficiency by accurately identifying and assessing an individual's life and health insurance needs
  • Support agency profitability with an enhanced ability to recommend life and health coverages that meet an individual's specific planning needs
  • Increase value to your agency and producers with better decision-making and problem- solving skills
Level: Beginner
ACSR 10—Life Insurance
  • Recommending life insurance and understanding the premature death loss exposure
  • Determining client needs
  • Understanding various types of life insurance
  • Life insurance case
ACSR 11—Retirement Planning
  • Planning for retirement and understanding the retirement loss exposure
  • Types of retirement plans
  • The United States Social Security Program
ACSR 12—Disability and Health Insurance
  • Recommending disability and health insurance and understanding their loss exposures
  • Types of disability income insurance
  • Nongovernment healthcare programs
  • Government healthcare programs
  • Long-term care coverage
To earn the ACSR designation through the Personal Lines track, you must also complete:
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.
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Important InformationCourse Guides and textbooks are revised periodically. Check with Customer Success (800-644-2101) if you think you might use the study material(s) you ordered for an exam given beyond the date you selected above.

Interested in corporate licensing information, volume discounts, or learning management system (LMS) compatibility? Contact The Institutes’ Regional Sales Executive in your area.The Institutes' courses and programs are dynamic. To provide industry professionals with the knowledge needed to drive powerful business results, The Institutes continuously review and revise technical content and delivery methods based on current industry needs and practices. Therefore, course topics, program requirements, and pricing are subject to change at any time. Our Web site contains the latest course and program information. Customer Service can be reached at or (800) 644-2101.

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