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Overview / Abstract:

This course will teach the agent the following: Social health insurance and health coverage for aged individuals. Discussed are continuing care retirement communities, home health care, IRAs, home equity conversions. A brief overview of Medicare is also presented to the student. The federal Employee Retirement Income Security Act (ERISA) is discussed. The importance of obtaining and maintaining health insurance coverage will be covered.

The student will be presented with information concerning disability insurance. Resources such as Social Security, sick pay, workers' compensation, and group disability coverage are discussed. The agent will also be taught the various types of insurance, such as health insurance and disability insurance, how they are defined, what is covered and how they are used. The agent will also learn about annuities, universal life insurance, and interest sensitive products.


Sep 24, 2020


Financial Advisor CE, Insurance



Credits / Hours

10.0 Hours

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