Fundamentals of Life Insurance


Fundamentals of Life Insurance analyzes the types of common life insurance and the tax considerations. This course describes the inventory of life insurance coverage. It explains how to determine the life insurance needs for clients and compare their needs with their current policies.


Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.


Learning Objectives: After completing this course, students will be able

  • Discuss basic facts about life insurance
  • Determine the life insurance needs of a client