|Intermediate Elements of Life Insurance by Jack Rotzien, CLU|
|Course Title:||"The Elements of Life Insurance and its Uses in Contemporary America"|
|Course Number:||OLT # INSCE001|
|Course Description:||14-hour OnLine CE course designed to meet State Continuing Education
requirements. (In South Carolina the course is worth 7 credit hours.)
This online course covers the following topics: the purpose of insurance (the role, nature and concept of risk...); composition of the industry (company types, regulation...), legal contract concepts (general law, policy delivery, back dating...); types of life insurance policies (individual term life, whole life...); life insurance policy provisions and options; policy options and riders, beneficiary options (dividend, policy riders); life insurance premiums; settlement options; life insurance underwriting and issue; group life insurance; social security; retirement plans; and Uses of Life Insurance.
No classroom attendance required. Credit is earned online in the virtual classroom. This intermediate level life course is acceptable for agents holding a life or Life & Health license. The course is an overview of the life insurance industry and the elements of traditional and modern interest sensitive and variable products. It touches on the "needs" method of insurance planning and wraps up with two interesting cases for the student to apply their knowledge in possible solutions.
|Meeting day(s) and Times:||24/7|
|Pre-Requisite(s):||You must be a licensed Insurance agent in your state.|
|Course Goals:||The Goal is to complete the required CE with the minimum hassle, while increasing your knowledge and understanding of Life Insurance.|
|It is important to note that not all pages
are standard 8x11 pages.
A page is the length required to express an idea or subtopic.
Therefore, some pages may consist of only a few sentences.
|Author / Instructor Information|
|Office location:||2669 Forest Hill Blvd Ste. 207, WPB, FL 33406|
|Office hours:||Call for an Appointment|
|Phone:||561-283-0333 or toll free 866-357-0841|
|Biography:||Jack Rotzien, CLU, has been directly involved in designing and delivering insurance training, pre-licensing courses, and continuing professional education courses in Florida for the past 23 years. He is a founding member of OnLine Training, Inc. His commitment to students and his strong desire to aid them in being successful has been a hallmark of all his instructional endeavors.|