Personal Life Insurance

Understand the factors to consider when recommending life insurance in amounts that fully protect their clients.

Includes: Certificate of Completion

Approval: #23489

Credit Type: General (Self-Study)

Credit: 3 Hour(s) | Language: English

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About this Course

Students learn the type of client data needed and how to build client rapport and create trust. The various lump-sum cash needs at the death of a breadwinner are identified, and guidelines are provided that enable students to recommend life insurance in amounts that fully protect their clients. The surviving familys income needs are examined, and the students learn how to calculate adequate survivor income and the life insurance needed to provide that income. Social Security survivor benefits are discussed, including the Childs benefit, the Mothers or Fathers benefit, and Widows and Widowers benefit.

Regulatory Information

Name:Texas Department of Insurance
Phone:512-322-3503
Fax:512-490-1054
Website URL:https://www.tdi.texas.gov/
Email Address:license@tdi.state.tx.us
Address:333 GuadalupePO Box 149104
City:Austin
State:TX
Zip:78714-9104

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