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Solutions/On Demand/eLearning/Essentials of Insurance

Essentials of Insurance / Overview

Overview | Topics & Objectives | Features

Overview

Cannon Financial Institute’s Essentials of Insurance eLearning course teaches practitioners the key insurance information required for client conversations. Because the concepts are presented independently of specific products and services, the course content can be integrated into any sales training or product training.

The course consists of six content lessons, one lesson of case studies to practice applying the skills and knowledge learned in the content lessons, and one mastery exam (scored). Each lesson has a user experience of 30 to 45 minutes. Lesson topics cover an overview of insurance, life insurance, disability insurance, long-term care insurance, public insurance (Social Security and Medicare, and property and casualty insurance.

Goal

The goal of the course is to present some of the basic terminology and concepts related to insurance. It also introduces the impact of insurance on considerations for a wealth management plan.

The companion CFI Concepts for Professionals desk reference is a valuable complement to the eLearning lessons and Cannon’s live classroom programs. Call for pricing details at (706) 353-3806.
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$295
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CE Credits

CTFA: 9.5 (PF&I)
CFP: 4.5

 
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