Sample Agenda
Day One: 8:30 a.m. – 5:00 p.m.
Opening Remarks: Welcome and Introductions
Insurance Market Overview
Insurance Products Overview
- Principles of Insurance
- The Policy Contract
Product Pricing and Design
- Cost of Insurance — Pricing Factors
- Building a Term Insurance Product
- Whole Life Insurance
- Universal Life
Product Illustrations
- Term, Whole Life, Universal Life
Using Products to Meet Needs
Day Two: 8:30 a.m. – 12:00 p.m.
Taxation
- Income Tax Principles
- Investment Income
- Insurance Policies
Insurance Sales Concepts
- Comparing Financial Strategies/Outcomes
- Buy Term and Invest the Difference
- Estate Bond
- Asset Protection Plan
- Insured Retirement Program
Final Group Exercise and Closing Remarks