Fundamentals of Life Insurance

Course Number: FLI1

Course Code: ABA 368

Analyzes the types of common life insurance and the tax considerations and describes the inventory of life insurance coverage. Explains how to determine the life insurance needs for clients and compare their needs with their current policies.

Learning Objectives
After completing this course, students will be able to:
– Discuss basic facts about life insurance
– Determine the life insurance needs of a client

Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs

Prerequisites: n/a

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Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: ICB: 1.0 CRSP, CTFA, (FP)

Length: 55 minutes

ABA Training