CERTIFIED WEALTH STRATEGIST®

   
OVERVIEW
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CURRICULUM TOPICS AND OBJECTIVES
COMPLETING A BLENDED LEARNING LESSON
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FAQ

 

LIFE INSURANCE AND ANNUITIES

  1. General Purposes of Life Insurance
  2. Spouse Insurance
  3. Considerations in the Purchase of Life Insurance
  4. First-to-Die Life Insurance Policies
  5. Survivorship Life Insurance
  6. Tax-Free Policy Exchanges
  7. Modified Endowment Contracts
  8. The Need for Responsible Planning
  9. How Much Life Insurance?
  10. Types of Life Insurance Policies
  11. Term Life Insurance
  12. Whole Life Insurance
  13. Universal Life Insurance
  14. Variable Life Insurance
  15. Variable Universal Life Insurance
  16. Deferred Annuities
  17. Variable Annuities
  18. Equity-Indexed Annuities
  19. Combining Annuities
  20. Life Insurance Options for the Terminally Ill
  21. Benefits of Supplementing Retirement with Life Insurance
  22. Borrowing Against Cash Value Insurance Zero Net Cost Loans
  23. Borrowing Against Cash Value Insurance Low Interest Loans
  24. 1980 Commissioners Standard Ordinary Mortality Table
  25. Deaths per Thousand at Various Ages
  26. The Chance of Dying Before Age 65
  27. 2001 Commissioners' Standard Ordinary Mortality Table
  28. Deaths per Thousand at Various Ages
  29. The Chance of Dying Before Age 65
  30. Insurance Company Rating Systems
  31. 1986 Life Expectancy Table

 


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