Course Description
Individual life, health, and annuity contracts within a financial planning context.
Athena Title
Life Insurance
Prerequisite
RMIN 4000 or RMIN 4000E or RMIN 4000H
Semester Course Offered
Offered every year.
Grading System
A - F (Traditional)
Course Objectives
This course will cover individual life, health and annuity contracts within a financial planning context. Case study.
Topical Outline
Topic Title 1 Introduction to Personal Financial Planning 2 Time Value of Money 3 Introduction to Life Insurance 4 Net Premiums Life Insurance and Annuities 5 Life Insurance Products 6 Annuities and Optional Benefits 7 Life Insurance Contracts 8 Life Insurance and Annuity Taxation 9 Estate Planning 10 Retirement Planning 11 Investment Planning and Analysis 12 Determining Life Insurance Needs 13 Life Insurance Underwriting 14 Life Insurance Cost Analysis 15 Business Planning
Syllabus