This is the self-study course format

Course Overview

This course will prepare agents and brokers to assist clients to understand basic fundamental principals of Life/Health and P&C Insurance. They will able to assist Property and Casualty (P &C) and Life/Health clients to choose right strategies and to get their financial security during their life time.

Life/Health and Property and Casualty agencies advise their clients and provide analysis for property, business and auto risks. Insurance agents and brokers provide financial expertise in Life/Health and P & C field to their clients.

Agents will learn different programs and products concerning Life/Health and P & C Insurance and Variable Annuities.

 Course Objectives

Upon completion this course, you should be able:

1. Become familiar with the Insurance contract;

2. Understand P & C Insurance contract and

Life Insurance contract;

3. Comprehend different Annuities and Variable Life Insurance       contracts;

4. Choose an appropriate policy to Life/Health and P & C clients;

5. Introduce various insurance programs for clients;

6. Create an Investment plan and manage Investment Risks.