Available Now!
Revised
LIFE & HEALTH ESSENTIALS
Available online as Self-Paced & Instructor-Led course
This course helps you better understand your clients’ needs for life and health insurance. You will be better prepared to answer questions and to analyze the need for, and placement of, life insurance. You will also be introduced to a diverse assortment of healthcare products – from medical expense coverage to vision care and dental, plus a variety of delivery systems and health plans designed to manage the high costs of care. Being able to explain the benefits of having proper life and health insurance is a key service you can provide to help protect the financial well-being of your clients’ families and businesses.
While Personal Lines business may be your primary focus, cross-selling life and health products is a proven revenue generator and client retention tool. Grow your skills and grow your value for your future and for your agency!
Basic life insurance contracts, including the parties to the contract, requirements an individual or entity must satisfy to be insured, and the application process itself.
Term and permanent life insurance as well as the tools necessary to provide clients with both information and counsel.
Core knowledge and tools necessary to deliver information and counsel regarding broad life insurance concepts and products.
Health insurance policies, concepts, and products to assist you in conversations with clients.
Basic Medicare information.
Features & Benefits
Knowledge Checks &
Quizzes*
Animation & Live
Footage
Practical & Relevant
Content
Closed
Captions*
Information Kiosk &
Learning Resources
20-Question
Review Exam*
Designee Update
Credit
8 Credit Hours
(Varies by State)
Save Progress &
60-Day Access*
*Self-Paced Online Feature
Take this course on your own or with faculty
Self-Paced Online
- Complete on any device.
- 24 hour course access for 60 days.
- Easy-to-use learning environment.
- Start & stop anytime.
- Knowledge Checks & Self-quizzes with real-time feedback– passing is required.
- 1-hour proctored final exam–required for designation/update credit.
Instructor-Led Online
- One day course.
- Complete course via webinar.
- Interact and chat with your instructor.
- Study real-world scenarios.
- Instructive quizzes, optional reading assignments, exercises, and discussion board postings.
- 1-hour proctored final exam–required for designation/update credit.
