At-a-glance reference to Industry Advantage learning paths for Annuities, Life Insurance, Workplace Benefits, and General Interest, and the courses within each category.
Industry Advantage Learning Paths
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Annuity Life Insurance Workplace Benefits Skill Building Fraud Prevention Training General Interest
Annuity
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Annuity Fundamentals Learning Path
Annuity Administration Learning Path
Annuity Products Learning Path
- Intro to Fixed Annuities
- Intro to Variable Annuities
- Immediate and Deferred Annuities
- Single-Premium Immediate Annuities (SPIAs)
- Indexed Crediting Rates in Fixed Indexed Annuities (FIAs)
- How Insurers Make Money on Fixed Annuities
- How Insurers Make Money on Variable Annuities
- Index Crediting Rates in RILAs
- Fixed Indexed Annuities
- RILAs: An Innovative Product for Accumulating Retirement Assets
- Deferred Income Annuities (DIAs) and Qualified Longevity Annuity Contracts (QLACs)
Life Insurance
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Life Insurance Fundamentals Learning Path
- The Purpose of Life Insurance
- Insurance Terminology
- Insurable Risk
- Risk Management Basics
- The Life Insurance Ecosystem
- Policy Reserves
- The Basics of Term and Permanent Life Insurance
- Individual Life Insurance Beneficiaries
- Participating Insurance Policies and Policy Dividends
- Life Insurance Case Studies
Life Insurance Products Learning Path
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance Products
- Indexed Universal Life Essentials
- Participating Insurance Policies and Policy Dividends
- Accelerated Death Benefits
- Accidental Death Benefits
- Insurability Riders
- Insurance Expansion Riders
- Supplemental Disability Benefits
- Life Insurance Case Studies
- NEW Variable Universal Life Essentials
Understanding Life Insurance Underwriting
- Overview of the New Business Process
- Field Underwriting and Submitting an Application
- New Business Activities: From Application to Policy Issue
- Handling Nonstandard Risks and Misrepresentations During Underwriting
- Types of Risk Factors in Life Insurance Underwriting
- Risk Classes and Premiums
- Sources of Medical Underwriting Information
- Assessing Medical Impairments, Age, Sex, and Build in Underwriting
- Assessing Personal Risk Factors in Life Insurance Underwriting
- Risks Deterred by Financial Underwriting
- Sources of Information for Financial Underwriting
- Financial Underwriting: Assessing the Amount of Coverage
Understanding Life Insurance Claims
- The Importance of Effective Claim Administration
- Unfair Claim Practices
- Introduction to Fraud Prevention in the Claims Process
- Life Claims: Verifying Coverage Was in Force
- Life Claims: Verifying the Deceased Is Covered
- Life Claims: Proof of Death Required in the United States
- Life Claims Involving Contestability and Exclusions
- Life Claims: Paying Policy Proceeds
- Life Claims: Determining the Proper Payee
Life Insurance Policy Provisions Learning Path
Workplace Benefits
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Workplace Benefits Fundamentals Learning Path
Group Insurance Learning Path
Group Underwriting Learning Path
Institutional Retirement Products Learning Path
- ERISA and Retirement Plans
- Overview of Defined Benefit and Defined Contribution Plans
- Defined Benefit (DB) Pension Plans
- 401(k) Plans: Eligibility, Contributions, and Vesting
- 401(k) Hardship Withdrawals, Loans, and Other Distributions
- 401(k) Plan Contributions and Taxation
- 403(b) Retirement Plans
- Small Business and Self-Employed Retirement Plans
- 457(b) Retirement Plans
Skill Building
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Building Communication Skills that Elevate the Customer Experience
Strengthening Skills that Elevate the Customer Experience
Fraud
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General Interest
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Artificial Intelligence (AI) Literacy
- AI Basics: An Introduction to Artificial Intelligence for Life Insurance Professionals
- Artificial Intelligence: Past, Present, and Future
- Artificial Intelligence (AI) and Generative AI in the Insurance Industry
- Confronting the Ethical Challenges of Artificial Intelligence
- Artificial Intelligence Governance for Fair and Safe Use