Personal Life Insurance Planning#290424

Course Description

Course publication/revision date: This course was updated on 1/16/2024.

The purpose of this course is to provide information and guidance to both producers and advisors who sell life insurance products and who assess the appropriateness of life insurance recommendations for clients. An understanding of the methods used to determine suitable life insurance amounts to meet survivors’ lump-sum cash needs and income needs will assist the agent and advisor to better serve consumers and help ensure that appropriate life insurance amounts are recommended and purchased when they are suitable to meet client needs.