The Life Underwriter Training Council Fellow

College for Financial Planning
United States
Qualification
Professional and Vocational
Study mode
Part-time
Duration
9 weeks
Intakes
January August
Tuition fee (local)
Information not available
Tuition fee (foreign)
Information not available

Entry Requirements

  • Relevant working experience

Curriculum

  • Intro to Practice Management and Life Insurance
  • Introduction to the LUTCF® Program
  • Developing a Business Plan
  • Financial Planning and Risk Management
  • Ethics
  • Introduction to Life Insurance Products
  • Prospecting for Life Insurance
  • Life Insurance Selling Skills

Course 2

  • Insurance and Investment Products
  • Life Insurance and Annuities
  • Annuities and Mutual funds
  • Disability Income Insurance
  • Long Term Care Insurance
  • Property & Casualty Insurance
  • Health Insurance
  • Employer-Based Insurance Products

Course 3

  • Risk Management Applications
  • Retirement Planning
  • Estate Planning
  • Applications for Individuals
  • Special Family Situations
  • Applications for Business Owners
  • Individual Client Scenario
  • Business Owner Scenario

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