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Syllabus
| Course
Information |
| Course title |
Florida 40hr Life, Health & Variable Annuity Online Only |
| Course number |
INS003fl40 |
| Course description |
No Classroom Required! Take all 40 hours online. This Life, Health, and Variable Annuities Pre-licensing course is state approved and fulfills all of the state requirements. You will enjoy being able to study when you want, what you want, and for as long as you want. With this online course, you control your progress and we ensure you are exposed to all the information you will need to be successful not only on the state exam, but also as a new Life, Health and Variable Annuities agent.
This course is structured with the right content, delivered in small quantities, with learning assured through frequent fill-in-the-blank questions, elements of information emphasized, and instructor guided learning. Several tools are provided to make your learning straightforward and comprehensive. Students are required to pass 4 exams in order to receive their Certificates of Completion.
Technical and Instructor assistance is available to students via phone and email. |
| Location |
Completely Online
|
| Available |
24/7/365 |
| Course Length |
90 days (extensions available at
providers discretion)
|
| Prerequisite(s): |
None
To review the 2-15 licensing requirements, please click here
To purchase the Current Edition of the Florida Life, Health and Variable Annuities Study Manual, please click here |
| Course
Goals |
|
The Goal is to complete the required Pre-licensing
with the minimum hassle, while preparing to pass the Florida
2-15 exam. |
| Course
Outline |
|
| Title |
Chapter |
Hours
|
| UNIT 1 - Principles of Life & Health Insurance |
|
|
| Purpose of Life & Health Insurance |
1 |
1hr |
Composition of the Insurance Industry |
2 |
1hr |
Law and the Insurance Contract |
3 |
1hr |
UNIT 2 - Principles of Life Insurance |
|
|
Life Insurance Policies |
5 |
1hr |
Life Insurance Policy Provisions and Options/Riders |
6 |
1hr |
Life Insurance Beneficiaries |
7 |
1hr |
Life Insurance Premiums and Proceeds |
8 |
1hr |
Life Insurance Underwriting and Policy Issue |
9 |
1hr |
Group Life Insurance |
10 |
1hr |
Social Security |
12 |
1hr |
Retirement Plans |
13 |
1hr |
Uses of Life Insurance |
14 |
1hr |
UNIT 3 - Principles of Annuities |
|
|
Annuities (Fixed Interest and Variable) |
11 |
1hr |
Variable Annuities |
27 |
1hr |
| Florida Laws and Rules Pertinent to All Licensed Agents |
28 |
1hr |
| Florida Laws and Rules Pertinent to Life Insurance |
29 |
1hr |
| Ethics and the Insurance Producer |
4 |
1hr |
| UNIT 4 - Principles of Health Insurance |
|
|
| Introduction to Health Insurance |
15 |
1hr |
| Health Insurance Providers |
16 |
1hr |
| Medical Expense Insurance |
17 |
1hr |
| Disability Income |
18 |
1hr |
| Accidental Death and Dismemberment Insurance |
19 |
1hr |
| Government Health Programs |
20 |
1hr |
| Private Insurance Plans for Seniors |
21 |
1hr |
| Health Insurance Policy Provisions |
22 |
1hr |
| Health Insurance Underwriting and Premiums |
23 |
1hr |
| Group Health Insurance |
24 |
1hr |
| Uses of Health Insurance |
25 |
1hr |
| Health Maintenance Organizations |
26 |
1hr |
| Rules & Regulations for Health Ins. and Health Agents |
30 |
2hrs |
COURSE TOTALS |
|
40 hours |
|
| Instructor
Information |
| Name |
Jack Rotzien, CLU |
| Email |
jack2@oltraining.com |
| Office location |
2669 Forest Hill Blvd Ste. 207, West Palm Beach,
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 over 25 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. He is the past founder and president of Insurance Systems of Florida which certified over 18,000 pre-licensing students before the school was sold in 1991. Jack entered the insurance business with John Hancock in 1975. He later became a unit manager and recruiter. During this period Jack started a Life and Health licensing school under the sponsorship of the Palm Beach Chapter of CLU, ChFC. JHe is a former officer and board member of the Palm Coast Association of Health Underwriters. He is the past President of the Palm Beach County Chapter of the Society of Financial Service Professionals. |
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