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FA 257 Essentials of Life Insurance Products

Begins with an overview of the two basic types of life insurance policies — term and whole life — and then builds on that knowledge with an overview of the many product variations sold in today’s markets. The course also explores personal, family, and business uses of life insurance products, as well as policy illustrations, cost comparison methods, income and estate taxation, policy provisions, marketing ideas, and ethical issues facing the financial advisor. Provides a review of the selling/planning process for life insurance product solutions. 000159 FSCP<sup>&reg;</sup> Single Course 5 1.00 Practice Management Professional Designations & Certifications Early Career Professional Yes Yes 0001591 AL AL AR AR AZ AZ CA CA CO CO CT CT DE DE GA GA HI HI IA IA IN IN KS KS KY KY LA LA MA MA MD MD ME ME MI MI MN MN MO MO MS MS MT MT NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY OK OK PA PA PR PR SC SC SD SD TN TN UT UT VT VT WI WI WV WV WY WY ID OR RI TX VA FL IL OH ND WA 5G

FA 222 Essentials of Insurance and Financial Needs

This course teaches multiline insurance professionals to use the periodic financial review to help their property and liability customers obtain the various insurance and other financial products they need to achieve their dreams and protect their income and assets. The course provides an overview for how to establish need, gather and analyze information, and develop recommendations for products in the various levels of the revised financial planning pyramid. Products discussed include: disability income insurance, life insurance, long-term care insurance, mutual funds and annuities. Retirement and estate planning are also covered. 000129 FSCP<sup>&reg;</sup> Single Course 4 1.00 Practice Management Professional Designations & Certifications Early Career Professional Yes Yes 0001291 AL AL AR AR CO CO DE DE GA GA HI HI KS KS KY KY MA MA ME ME MI MI MN MN MS MS NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY OR OR PR PR SC SC SD SD TN TN UT UT VT VT WV WV AZ CA CT IA ID IN LA MD MO MT PA RI TX VA WI FL IL OH WY ND WA OK 5G

MSFP 554 Income Taxation

This course explores the strategies used by financial planners to help clients achieve greater tax efficiency. Topics include income tax concepts and calculations, income tax research methods, gross income realization, exclusions and deductions, passive activities, alternative minimum tax, tax considerations of business forms, taxable and non-taxable property transactions, compensation planning, family tax planning, audit risk, and dealing with the IRS. 000017 EPT<sup>&reg;</sup> MSFP MSFPP MSM Single Course 4 1.00 Retirement Planning Financial Planning Leadership Certificate Program Master's Degree Program Advanced Career Professional No No 0000173 0

CE 128 Ethics in the Financial Services Profession

This course reviews timely and relevant ethical issues in the financial services profession. This course is for ethics credit towards Professional Recertification credit only. The proctored version for state CE is currently being reviewed for state insurance CE approval. *State CE pending. PRP available for students. 000333 CONTINUING EDUCATION (CE) Single Course 1 1.00 Continuing Education No Yes 0003331 AL AR AZ CA CO CT DE GA HI IA ID IN KS KY LA MA MD MI MN MS MT NC NE NH NM NV NY OK OR PA RI SC SD TN UT VA VT WI WY MO FL WA IL OH ND WV PR 0

HS 331 Planning for the Business Owner and Professional

Focuses on tax and legal aspects of organizing a business; compensation planning for the business owner; business succession planning; buy-sell agreements; estate planning and estate freezing techniques; methods for transferring a family business; lifetime disposition of a business interest. 000026 CLU<sup>&reg;</sup> Single Course 4 1.00 Insurance and Risk Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0000261 AL AL AR AR CO CO CT CT DE DE GA GA HI HI IA IA ID ID KS KS KY KY LA LA MA MA MD MD ME ME MI MI MN MN MO MO MS MS MT MT NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY OK OK OR OR PA PA PR PR RI RI SC SC SD SD TN TN UT UT VA VA VT VT WI WI WV WV WY WY AZ CA IN TX FL IL OH ND WA 20G

HS 324 Legal Aspects of Life Insurance

Examines legal rights and obligations of the policy owner and the insurance company, the way disputes between the insured and insurers are resolved and general principles of the judicial process. Covers legal aspects of life insurance, including basic principles of contract law; policy provisions and the incontestable clause; assignments, ownership rights and creditor rights; beneficiary designations and disposition of proceeds; the law of agency; and advertising and privacy issues. 000014 CLU<sup>&reg;</sup> Single Course 2 1.00 Insurance and Risk Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0000141 AL AL AR AR AZ AZ CA CA CO CO CT CT DE DE GA GA HI HI IA IA ID ID IN IN KS KS KY KY LA LA MA MA MD MD ME ME MI MI MO MO MS MS MT MT NC NC NE NE NE NE NH NH NJ NJ NM NM NV NV NY NY OK OK OR OR PA PA PR PR RI RI SC SC SD SD TN TN UT UT VA VA VT VT WI WI WV WV WY WY MN TX FL IL OH ND WA 28G

HS 323 The Tools and Techniques of Life Insurance Planning

Focuses on life insurance policies and annuities available for the personal needs of individuals and their use in financial planning. Covers individual insurance products, insurance reserves regulation, and the organization, operations, and investments of insurance companies. 000011 CLU<sup>&reg;</sup> FSCP<sup>&reg;</sup> Single Course 7 1.00 Insurance and Risk Management Practice Management Professional Designations & Certifications Early Career Professional Mid Career Professional Yes Yes 0000111 AL AL AR AR AZ AZ CA CA CO CO CT CT DE DE GA GA HI HI IA IA ID ID IN IN KS KS KY KY LA LA MA MA MD MD ME ME MI MI MS MS MT MT NC NC NE NE NH NH NJ NJ NM NM NV NV NY NY OK OK OR OR PA PA PR PR RI RI SC SC SD SD TN TN TX TX UT UT VA VA VT VT WI WI WV WV WY WY MN MO FL WA IL OH ND 28G

CHLF 450 Leading in a Changing Environment

Participants evaluate leading in a changing environment in business and formulate ways to lead diverse organizations by dealing with organizational change. The importance of understanding and diagnosing change are also emphasized in the course. Successful change leadership perspectives and processes are also addressed in the course. The objective is that a leader provides the foresight of what is to come and ensures that the organization is ready to execute and grow in a way dictated by the business plan. 000412 CLF<sup>&reg;</sup> - Field Track Single Course 6 1.00 Leadership Practice Management Professional Designations & Certifications Mid Career Professional No No 0004121 0

CHLF 440 Team Leadership Ethics Diversity and Crisis Leadership

Participants evaluate team leadership, ethics, diversity, and crisis leadership in business and formulate ways to lead diverse organizations in an ethical manner. The importance of team and crisis leadership are also emphasized in the course. within their organizations. Successful execution of developed strategies and business plans are also addressed in the course. The objective is that a leader provides the foresight of what is to come and ensures that the organization is ready to execute and grow in a way dictated by the business plan. 000411 CLF<sup>&reg;</sup> - Field Track Single Course 5 1.00 Leadership Practice Management Professional Designations & Certifications Mid Career Professional No No 0004111 0

CHLF 430 Strategic Leadership-Planning

Participants evaluate strategic leadership and planning in business and formulate ways to develop strategies within their organizations. Successful execution of developed strategies and business plans are also addressed in the course. The objective is that a leader provides the foresight of what is to come and ensures that the organization is ready to execute and grow in a way dictated by the business plan. 000410 CLF<sup>&reg;</sup> - Field Track Single Course 4 1.00 Leadership Practice Management Professional Designations & Certifications Mid Career Professional No No 0004101 0
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