What is the course syllabus?

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Lesson 1: Life Insurance as an Investment Product

Topics covered in this chapter are:

  • Types and Features of Insurance Products
  • Term insurance
  • Permanent (whole) life insurance
  • Advantages of permanent (whole) life insurance
  • Disadvantages of permanent (whole) life insurance
  • Tax Treatment of a Life Insurance Policy
  • Segregated Funds
  • Guaranteed Minimum Withdrawal Benefit Contracts
  • Annuities

Lesson 2: Business and Personal Uses of Life and Disability Insurance

Topics covered in this chapter are:

  • Business Uses of Life Insurance
  • Business Uses for Disability Insurance
  • Personal Use of Life Insurance for Estate Planning