California Variable Life Insurance Policies

California Variable Life Insurance Policies training must be completed before each license renewal by life insurance agents who sell variable life insurance policies in California. The course examines the important characteristics of individual variable life insurance, the requirements of Regulation Best Interest and the suitability requirements imposed on an agent when recommending and selling variable life insurance products. The course meets the California variable life insurance policy training requirement.

Upon completion, students should be able to:

Identify and describe the key characteristics of individual variable life insurance;
Discuss individual variable life insurance policy requirements;
Describe the individual variable life insurance mandatory cover page disclosures;
Recognize the reason for an insurer’s imposition of a surrender charge;
Describe the requirements of Regulation Best Interest;
Identify the suitability requirements imposed when recommending and selling variable life insurance; and
Recognize the requirements of and best practices applicable to selling variable life insurance online.

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