Life insurance policy review can be a valuable service for clients. Through insurance policy review, an advisor can ensure clients have appropriate coverage for their needs and monitor policy performance. However, reviewing life insurance policies can be time-consuming. From getting the documents you need from clients to reading through lengthy documents for crucial information, each portion of the insurance policy review process can be full of challenges.

In this course, financial advisors can learn about in-depth life insurance policy review and then practice with realistic examples of life insurance documents and client scenarios. This course covers a general overview of the life insurance landscapes and delves into the intricacies of reviewing term life insurance and 4 types of permanent life insurance. In each module, advisors can practice document reviews and answer knowledge reinforcement questions to help solidify the concepts. The course concludes with a capstone assessment for continuing education credit.

Eligible for 6 Hours of CE.

Because your feedback is vital to our success in serving you, when the course is complete, we ask that you please complete the Course Survey to receive your Certificate of Completion.

Users must complete the course within 180 days after purchase. After 180 days, users retain access to the course, but completion will not be recorded or reported.