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Mastering Life Insurance; A Comprehensive Self-Assessment Guide

$198.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
Your guarantee:
30-day money-back guarantee — no questions asked
Who trusts this:
Trusted by professionals in 160+ countries
Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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What does the Life Insurance course cover?

Life Insurance is covered here in 10 modules: Introduction to Life Insurance: Types of life insurance policies, Life Insurance Principles: Claims processing and settlement, Premium payments and policy lapse, Life Insurance Policy Types: Term life insurance, Whole life insurance and 7 more.

How do you approach Life Insurance step by step?

The work is sequenced in 10 stages. It starts with Introduction to Life Insurance: Types of life insurance policies, moves through life Insurance Principles: Claims processing and settlement, Premium payments and policy lapse and Life Insurance Policy Types: Term life insurance, Whole life insurance, and ends at Advanced Life Insurance Topics: Charitable giving and life insurance.

What is in Module 1 of the Life Insurance course?

Module 1 is Introduction to Life Insurance: Types of life insurance policies. It works through definition and purpose of life insurance, types of life insurance policies, key components of a life insurance policy and 1 more. It sets the vocabulary the remaining 9 modules build on.

How is the Life Insurance course delivered?

The Life Insurance course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.

How much does the Life Insurance course cost?

The Life Insurance course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.

Closely related courses: Life Insurance Toolkit, Whole Life Insurance Toolkit, Life Insurance in Market Growth Kit, Life Insurance Underwriting Risk Assessment Playbook.

More answers: what you get with every course, refund policy, all help answers.

Mastering Life Insurance: A Comprehensive Self-Assessment Guide



Course Overview

This comprehensive course is designed to provide participants with a thorough understanding of life insurance, its principles, and its applications. Participants will receive a certificate upon completion, issued by The Art of Service.



Course Features

  • Interactive and engaging content
  • Comprehensive and personalized learning experience
  • Up-to-date and practical information
  • Real-world applications and case studies
  • High-quality content developed by expert instructors
  • Certificate of Completion issued by The Art of Service
  • Flexible learning schedule and user-friendly interface
  • Mobile-accessible and community-driven
  • Actionable insights and hands-on projects
  • Bite-sized lessons and lifetime access
  • Gamification and progress tracking features


Course Outline

Module 1. Introduction to Life Insurance: Types of life insurance policies

  • Definition and purpose of life insurance
  • Types of life insurance policies
  • Key components of a life insurance policy
  • Benefits and limitations of life insurance

Module 2. Life Insurance Principles: Claims processing and settlement, Premium payments and policy lapse

  • Insurable interest and risk assessment
  • Policy ownership and beneficiary designation
  • Premium payments and policy lapse
  • Claims processing and settlement

Module 3. Life Insurance Policy Types: Term life insurance, Whole life insurance

  • Term life insurance
  • Whole life insurance
  • Universal life insurance
  • Variable life insurance
  • Indexed universal life insurance

Module 4. Life Insurance Riders and Endorsements: Long-term care rider, Child protection rider

  • Waiver of premium rider
  • Accidental death benefit rider
  • Long-term care rider
  • Child protection rider
  • Other riders and endorsements

Module 5. Life Insurance Underwriting: Underwriting process and requirements

  • Underwriting process and requirements
  • Medical underwriting and examinations
  • Non-medical underwriting and simplified issue
  • Guaranteed issue and final expense underwriting

Module 6. Life Insurance Policy Administration: Policy issuance and delivery

  • Policy issuance and delivery
  • Premium payments and billing
  • Policy changes and amendments
  • Policy cancellation and lapse

Module 7. Life Insurance Claims and Settlement: Death benefit payment options

  • Claims processing and requirements
  • Death benefit payment options
  • Accelerated death benefit and living benefits
  • Claims disputes and resolution

Module 8. Life Insurance Marketing and Sales: Policy placement and delivery

  • Marketing strategies and techniques
  • Sales approaches and presentations
  • Needs analysis and policy selection
  • Policy placement and delivery

Module 9. Life Insurance Regulation and Compliance: Producer licensing and training

  • Insurance regulation and oversight
  • Compliance requirements and standards
  • Producer licensing and training
  • Consumer protection and advocacy

Module 10. Advanced Life Insurance Topics: Charitable giving and life insurance

  • Business life insurance and key person insurance
  • Estate planning and life insurance trusts
  • Charitable giving and life insurance
  • International life insurance and expatriate insurance


Certificate of Completion

Upon completing all course modules and passing the final assessment, participants will receive a Certificate of Completion issued by The Art of Service.



Lifetime Access and Support

Participants will have lifetime access to the course materials and support from our expert instructors and community of learners.

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