Agenda

Below is a breakdown of the topics covered in the 40 Hour Life & Health Course, broken down by segment. Note: This breakdown is designed to give you a general idea of what will be covered each day. The topics covered each day may differ slightly, based on the flow of each specific class.

Life A & B

• Chapter 1: Insurance Basics
• Chapter 2: Insurance Companies & Distribution Systems
• Chapter 3: Economic Basis of Life & Health Insurance
• Chapter 4: Policy Provisions

Life C & D

• Chapter 5: Life Insurance Policy Options & Riders
• Chapter 6: Underwriting
• Chapter 7: Group Life Insurance
• Chapter 8: Tax Considerations
• Chapter 9: Business Insurance
• Chapter 10: Annuities
• Chapter 11: Retirement Plans

Health A & Health B

• Chapter 12: Health Insurance Providers
• Chapter 13: Medical Expense Insurance
• Chapter 14: Disability Income
• Chapter 15: Accidental Death and Dismemberment Insurance
• Chapter 16: Health Insurance Policy Provisions

Health C & Health D

• Chapter 17: Disability Application, Underwriting, and Premiums
• Chapter 18: Group Health Insurance
• Chapter 19: Worker’s Compensation
• Chapter 20: Social Insurance
• Chapter 21: Social Security Supplements

Code & Ethics

• Insurance Code Definitions
• CIC Provisions
• License Qualifications
• License Renewal
• Representation & Warranty
• Disclosure Requirements
• Cancellation, Lapse, Renewal & Non-Renewal
• Fiduciary Responsibilities
• Fraud
• Solvency/Insolvency
• Ethics