Additional information
| Approved For | All Licenses |
|---|---|
| Credit Hours | 4 Hours |
| Course Type | Online Self Study |
| DOI Number | 631475 |
| Publisher | Paul Winn |
| State | Washington |
Nonqualified Plans examines the four popular nonqualified selective benefit plans being sold in the marketplace. The course considers the nature and use of:
Compliance and ethical guidelines are applied to the reviewing of sales tools, including the agent’s:
Split dollar plans
Executive bonus plans
Deferred compensation plans
Group carve-out plans
In addition to the agent’s sales tools, the sales process itself is examined with the intent of ensuring its compliance with legal and ethical standards. The areas in which ethical or compliances lapses may occur are detailed in each of the steps of the sales process.
Course Overview
What You’ll Learn
Nonqualified Plans examines the four popular nonqualified selective benefit plans being sold in the marketplace. The course considers the nature and use of:
Compliance and ethical guidelines are applied to the reviewing of sales tools, including the agent’s:
- Split dollar plans
- Executive bonus plans
- Deferred compensation plans
- Group carve-out plans
In addition to the agent’s sales tools, the sales process itself is examined with the intent of ensuring its compliance with legal and ethical standards. The areas in which ethical or compliances lapses may occur are detailed in each of the steps of the sales process.
$19.95
