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Life Insurance


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