Life Insurance & Annuity Ultimate Buyer’s Guide

BY
Udemy

Become familiar with the fundamental concepts and theories associated with life insurance and annuities.

Mode

Online

Fees

₹ 2999

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study
Mode of Delivery Video and Text Based

Course overview

Life Insurance & Annuity Ultimate Buyer’s Guide certification course is developed by Raghavesh P. - Architect and is delivered by Udemy which is intended for the students who want to learn the essentials of life insurance and annuities. The goal of the Life Insurance & Annuity Ultimate Buyer’s Guide online classes by Udemy is to help the students develop the knowledge necessary to compare different plans and important elements when buying life insurance or an annuity.

Life Insurance & Annuity Ultimate Buyer’s Guide online training contains 4 hours of digital lessons supported by 65 downloadable materials, articles, and quizzes that revolve around topics like an index fund, interest, death benefits, living benefits, group insurance, market value adjustment, re-insurance, and more. By the end of this program, students will have acquired the expertise to make decisions and comprehend the advantages and risks of financial planning.

The highlights

  • Certificate of completion
  • Self-paced course
  • 4 hours of pre-recorded video content
  • 10 article
  • 65 downloadable resources
  • Quizzes

Program offerings

  • Online course
  • Learning resources. 30-day money-back guarantee
  • Unlimited access
  • Accessible on mobile devices and tv

Course and certificate fees

Fees information
₹ 2,999
certificate availability

Yes

certificate providing authority

Udemy

What you will learn

Knowledge of insurance field

After completing the Life Insurance & Annuity Ultimate Buyer’s Guide online certification, students gain a comprehensive understanding of the principles of insurance and annuity. Students will explore the methods for selecting insurance companies and insurance plans of various types as well as will acquire the knowledge of the process for filling the application form for both annuity and life insurance. Students will learn about terminologies like death benefits, living benefits, index funds, and interest. Students will also learn about group insurance, market value adjustment, and re-insurance.

The syllabus

Introduction

  • Introduction
  • Contents
  • What is Life Insurance
  • What is an Annuity
  • Life Insurance Vs Annuities

Life Insurance

  • Why Buy Life Insurance
  • How Much Life Insurance Do You Need
  • How to purchase a life insurance
  • How to select an agent
  • Life insurance application process
  • What do insurers collect in medicals
  • Underwriting risk class
  • Sample Mortality Table
  • Key people and their rights in Life insurance
  • Types of Life insurance
  • Life Insurance terminology
  • How Term Life Insurance Work
  • Term Life Insurance Features
  • Term Life Insurance Example
  • Term Life Advantages and Disadvantages
  • What is Cash Value
  • How to access Cash Value
  • Loans
  • Dividends
  • Life Insurance Fee and Expenses
  • How Whole Life Insurance work
  • Whole Life Insurance Features
  • Whole Life Insurance Advantages & Disadvantages
  • Variable Death Benefit
  • How Variable Life insurance work
  • Variable Life Insurance Features
  • Variable Life Insurance Advantages & Disadvantages
  • How Universal Life Insurance work
  • Universal Life Insurance Features
  • Universal Life Insurance Advantages & Disadvantages
  • How Variable Universal Life Insurance Work
  • Variable Universal Life Insurance Features
  • Variable Universal Life Insurance Advantages & Disadvantages
  • What is an index fund
  • How indexed universal life insurance work
  • How interest is credited
  • Indexed Universal Life Insurance Features
  • Indexed Universal Life Insurance Advantages & Disadvantages
  • Joint Life & Survivorship Life insurance
  • Life insurance Riders
  • Group Insurance
  • A life insurance can end by
  • Death Benefit Payout Process
  • What happens if you don't pay premium
  • Life Insurance Quiz

Annuity

  • Why Annuities
  • How to select an agent
  • How to purchase an Annuity
  • Annuity application process
  • Phases in Annuity
  • Types of Annuities
  • Immediate Annuities vs Deferred Annuities
  • Fixed vs Variable Annuities
  • Payout or settlement options in Annuity
  • Key people and their rights in Annuity
  • Selecting Annuities
  • Annuity Terminology
  • Riders-Death Benefit
  • Living Benefits and Other Riders
  • Annuitization vs Living Benefits
  • Annuity Fees
  • Market Value Adjustment
  • CDSC(Surrender charges) and other Charges
  • Commission vs Fee based Annuities
  • How Immediate Annuities Work
  • How Fixed Deferred Annuities Work
  • How Deferred Variable Annuities Work
  • What is an index fund
  • How Fixed Index Annuities Work
  • Annuities Quiz

Insurance Company

  • How to select good Insurers
  • What happens if an Insurance company goes bankrupt
  • Re-Insurance

Instructors

Mr Raghavesh Peddareddy
Architect
Udemy

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