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CFP Module 6

This class was created by Brainscape user Larry Capehart. Visit their profile to learn more about the creator.

By: Larry Capehart
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Decks in this class (3)

Introduction to Life Insurance and Annuities
Learning Objectives 6-1: Identify life risk exposures facing a client in a given situation. 6-2: Identify types, uses, and limitations of various types of individual life insurance policies. 6-3: Compare the purposes of the general provisions of a life insurance policy. 6-4: Describe a characteristic of a viatical agreement. 6-5: Calculate the value of a given nonforfeiture option in a life insurance policy at a specific point in time. 6-6: Identify appropriate dividend options available u
65  cards
Life Insurance Options
Life insurance dividend options d...,
Life insurance dividend options r...,
Life insurance dividend options a...
20  cards
Annuities
Classifications of annuities,
Types of annuities,
Question 5 annuities and annuity ...
8  cards

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CFP Module 6

  • Class purpose General learning

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