Viatical Settlements Explained

The purpose of this course is to better equip you in your professional activities as an Insurance Agent or Insurance Adjuster.

$9.99

Eligible for All License Types

CE Hours:

3

The purpose of this course is to provide you with the tools to better inform your customers about Viatical Settlements. In the first Module we are going to discuss a brief History and Overview of Viatical Settlements. In the second module we delve into the basics of Viatical Settlements. In Module Three we looked at a model for why your clients should opt for Viatical Settlements (we recommend using a Viatical Settlements Questionnaire such as the one provided in Appendix A). The course concludes with Module Four a review of the privacy in the viatical process.

This course makes a few assumptions about you the student:

  • You are a currently licensed Insurance Agent or Adjuster.
  • You are interested in additional information, resources, and knowledge regarding Viatical Settlements.

This course consists of four Modules; each Module concludes with a Key Takeaway section; these are important and are the basis of the Module Quizzes and Final Exam.

  • Module One: Overview and History
  • Module Two: Viatical Settlement Basics
  • Module Three: Recommending “The Right” Policy
  • Module Four: Investing Working-Definitions
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