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Life
Insurance Needs Analysis COURSE DESIGN & CONTENT Life Insurance Needs Analysis is a comprehensive course on assessing a client's life insurance needs. It covers the general types of life insurance, buying concepts, components of life insurance and offsets. At the end, case analyses use this information and guides the insurance professional on how to use the client's financial statements and/or cash flow information, as well as assumptions, various techniques and evaluating the tradeoffs, to arrive at one or more life insurance solutions. The case analyses can be complex for the neophyte. LEARNING OBJECTIVES This course covers all facets of life insurance needs analysis. A working knowledge of life insurance is a requisite. Prior experience in needs analysis is a plus for understanding concepts. For those with prior experience, it will help build upon knowledge already learned and solidify the understanding of those concepts infrequently applied. Successful completion will enhance one’s ability to analyze a client's life insurance needs and present accurate solutions. PREPARATION No prior preparation or review is necessary for this course. INSTRUCTIONAL METHODOLOGY This course is designed as self-study. ADMINISTRATIVE Participants must pass the exam by the end of their next reporting cycle and requires a minimum passing grade of 70%. Refunds are available within 30 days of ordering. For booklet orders, course materials must be returned in resalable condition; and, the original shipping and handling costs shall be deducted from the refund. Complaint Resolution Process – send complaints to (1) 637 1/2 Oxbow Rd, Grand Junction, CO 81504, or (2) cfs1531@bresnan.net. COST Internet orders cost $30; $25 for repeat customers. For mail orders, add $10. For multi-rep offices, the Buddy system can apply by using one set of materials and each additional rep is charged as a repeat customer. Make additional copies of the Answer Sheet as needed. ORDERING Orders are taken over the phone, mail or Internet via an SSL Secure Server. We accept Discover, Master Card, Visa and American Express. We also accept personal or company check. Receipts for payment are available upon request. Phone Orders: call 877-315-5988 or 970-623-3801. Mail Orders: Send payment to Cornerstone Financial Services, 637 1/2 Oxbow Rd, Grand Junction, CO 81504. Internet Orders: Click here. |