Instruction on life and health insurance is the primary interest of this 10 hour continuing education course for insurance producers.
The first set of lessons in this course on life insurance discusses annuities, qualified retirement plans, and the taxation of life insurance and life insurance benefits.
- The training on annuities will look in depth at this type of insurance product and how it compares to other forms of life insurance.
- The instruction on qualified retirement plans will examine retirement plans, what it means for a plan to be qualified, and how this affects the taxation of benefits.
- The last segment of this part of this course will address taxation of life insurance and annuities and benefits that can be gained from these kinds of insurance products.
The second set of lessons explores many aspects of health insurance including disability insurance, group health insurance, dental insurance, and the taxation of health insurance.
- The portion of the course examining disability insurance and the specialized coverage it provides.
- The training on group health will examine group health insurance policies in comparison to individual health insurance coverage. This segment will also explore conversion options and group health policies for small employers.
- The unique qualities of dental insurance will be examined in one segment of the course.
- The final segment of the course talks about taxation of health insurance products.
A 55 question exam concludes the course. The intent of the exam is to promote retention and comprehension of the course materials.
This course is approved by the South Dakota Division of Insurance (ID 1281361).
Course Format: Text
Credit Type: Life, Health
Course ID(s): 1281361
Approved By: Division of Insurance
- Life Insurance
- Annuities [6 Activities]
- 01. Introduction to Annuities (Video)
- 02. Annuity Principles and Concepts
- 03. Introduction to Annuities and ??Annuity Payout Options (Video)
- 04. Annuity Benefit Payment Options
- 05. Uses of Annuities
- 06. Annuities Conclusion (Video)
- Qualified Plans [5 Activities]
- 01. Introduction to Qualified Plans (Video)
- 02. Qualified Retirement Plan Basics
- 03. Qualified Plans Introduction (Video)
- 04. Plan Types, Characteristics and Purchasers
- 05. Qualified Plan Descriptions and Other Information (Video)
- Federal Taxation of Life Insurance [10 Activities]
- 01. Introduction to Federal Taxation of Life Insurance (Video)
- 02. Life Insurance Taxes
- 03. Federal Taxation of Life Insurance Introduction (Video)
- 04. Modified Endowment Contracts: MECs (Video)
- 05. Modified Endowment Contracts
- 06. Taxation of Non-Qualified Annuities
- 07. Taxation of Non-Qualified Annuities (Video)
- 08. Taxation of Individual Retirement Accounts (IRAs)
- 09. Taxation of Individual Retirement Plans and Section 1035 Policy Exchanges (Video)
- 10. Federal Taxation of Life Insurance Conclusion (Video)
- Annuities [6 Activities]
- Accident and Health Insurance
- Disability Income [22 Activities]
- 01. Introduction to Disability Income (Video)
- 02. Disability Income
- 03. Disability Definitions (Video)
- 04. Definitions and Concepts
- 05. Additional Definitions
- 06. Qualifying for Disability Benefits (Video)
- 07. Qualifying for Disability Benefits
- 08. Different Types of Disability Coverage (Video)
- 09. Different Types of Disability Coverage
- 10. Group and Individual Disability Income Insurance (Video)
- 11. Group and Individual Disability Income Insurance
- 12. Other Provisions Affecting Income Benefits
- 13. Group Disability Insurance
- 14. Unique Aspects of Disability Underwriting (Video)
- 15. Unique Aspects of Disability Underwriting
- 16. Social Security Disability (Video)
- 17. Social Security Disability Income (SSDI)
- 18. Workers Compensation (Video)
- 19. Workers Compensation
- 20. Business Disability Income (Video)
- 21. Business Disability Insurance Coverages
- 22. Conclusion (Video)
- Group Health Insurance [10 Activities]
- 01. Introduction to Group Health Insurance Policies (Video)
- 02. Group Insurance Concepts
- 03. Group Insurance Concepts Review (Video)
- 04. Group Plan Characteristics
- 05. Group Plan Characteristics (Video)
- 06. Eligibility, Enrollment and Continuation of Coverage
- 07. Eligibility, Enrollment and Continuation of Coverage (Video)
- 08. Group Conversion
- 09. Small Employer Medical Plans
- 10. Conclusion
- Dental Insurance [5 Activities]
- 01. Introduction to Dental Insurance (Video)
- 02. Dental Insurance - Introduction
- 03. Indemnity Plans
- 04. Employer Group Dental Expense
- 05. Conclusion (Video)
- Federal Tax Health [6 Activities]
- 01. Federal Tax Health (Video)
- 02. Health Insurance Taxes
- 03. Health Insurance Taxation
- 04. Health Savings Accounts and Other Tax Features (Video)
- 05. Health Savings Accounts and Other Tax-Favored Health Plan Tax Features
- 06. Conclusion (Video)
- Disability Income [22 Activities]
- Final Exam
- Proctor Affidavit
- Final Exam (55 questions)
- Course Completion
- Mandatory Questionnaire
- Certificate of Completion
- Guaranteed Next Business Day Reporting

