Another title in our Advisor's Short Course® series.
This course was updated on 2/5/2008.
What's Covered
Personal Life Insurance Planning is divided into six lessons:
1. An Introduction to Human Life Value and Needs Analysis
2. Gathering Client Information
3. Identifying & Calculating Lump-sum Needs at Death
4. Social Security Survivor Benefits
5. Identifying Survivor Income Needs at Death
6. Calculating Survivor Income Needs at Death
Advisors learn the type of client data needed and how to build client rapport and create trust. The various lump-sum cash needs at the death of a breadwinner are identified, and guidelines are provided that enable advisors to recommend life insurance in amounts that fully protect their clients.
The surviving family’s income needs are examined, and advisors learn how to calculate adequate survivor income and the life insurance needed to provide that income. Social Security survivor benefits are discussed, including the Child’s benefit, the Mother’s or Father’s benefit, and Widow’s and Widower’s benefit.
Beacon Hill e-Exam
This course comes with our e-Exam electronic exam answer sheet. You complete your exam on your computer using an electronic PDF form and, with the click of a button, Email it in for grading and, in under thirty minutes, you will receive an Emailed response with your certificate attached.
The e-Exam electronic PDF form is included with the course file on the downloadable PDF version of the course. You don't need to log-on to our Website – the form is attached directly to the course. ( If you prefer, you can print a blank answer sheet, complete it by hand, and fax it in.)
Author
Paul Winn, CLU, ChFC
What's Included
Course text (52 pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board.
Additional CE credit Information
CFP® and PACE credit available in all states.
Field(s) of Study: Insurance Planning (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation).
Program delivery method: Self-study–print or download.
How to Order
Order online or by phone (800-588-7039)
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Discounts and shipping/handling, if applicable, are added during checkout, just before payment.
Don't forget: Get 18% off when you order 3 or more courses!
Personal Life Insurance Planning
are certification marks owned by the Certified
Financial Planner Board of Standards, Inc. These marks are awarded to individuals who
successfully complete CFP® Board's initial and ongoing certification requirements.
