Course Description

The ITM TwentyFirst Life Insurance 101 course is an introductory program that provides team    members with an overview of life insurance products and outlines the characteristics of different policy    types, as well as the issues we see with each policy type.  Additional courses in our curriculum will provide more specific and comprehensive policy information, this course will provide a foundation.

As mentioned, each policy type has specific issues and we will highlight the ways we deal with these issues   for our Trust Owned Life Insurance (TOLI) clients.

 The course comes with a handbook that can be used for future reference.  Sample quizzes  throughout the session will test your knowledge retention and you will be required to pass a 10 question test before moving on.

Director of Remediation

Aaron Hanson, CLU®

Course curriculum

  • 1

    Chapter 1: Life Insurance 101

    • LI_101_Presentation_Chapter_1.pdf

    • Insurance 101 Course Handbook
  • 2

    Chapter 2: Term Insurance

    • LI_101_Presentation_Chapter_2.pdf
  • 3

    Chapter 3: Whole Life Insurance

    • LI_101_Presentation_Chapter_3.pdf
  • 4

    Chapter 4: Current Assumption UL

    • LI_101_Presentation_Chapter_4.pdf
  • 5

    Chapter 5: Guaranteed UL

    • LI_101_Presentation_Chapter_5.pdf
  • 6

    Chapter 6: Variable UL

    • LI_101_Presentation_Chapter_6.pdf
  • 7

    Chapter 7: Indexed Universal Life

    • LI_101_Presentation_Chapter_7.pdf

    • Insurance 101 Final Quiz