HS 323 Video: Individual Life Insurance (2015) episodes:

• March 30, 201508-05-Explain the settlement agreement provisions concerning contract and current rates, rights of withdrawal and commutation, and minimum-amount requirements.

  ...more

  

  ---

• March 30, 201508-06-Describe the structure, characteristics, and functions of the four fundamental settlement options.

  ...more

  

  ---

• March 30, 201508-09-Describe the requirements the Standard Nonforfeiture Law imposes on surrender values.

  ...more

  

  ---

• March 30, 201508-10-Explain the philosophy underlying the adjusted-premium method, how a surrender value is computed with that method, and how the adjusted-premium method

  ...more

  

  ---

• March 30, 201508-08-Describe the possible approaches to a withdrawing policyowner's equitable treatment, including any adjustments that might be made to a policy's asset share in implementing those approaches.

  ...more

  

  ---

• March 30, 201508-03-Understand the underlying concepts and rules of settlement options.

  ...more

  

  ---

• March 30, 201508-02-Explain how policy loans affect surrender options, especially extended term insurance.

  ...more

  

  ---

• March 30, 201503-03-Understand and explain the differences in some specific mortality tables and indicate their uses.

  ...more

  

  ---

• March 30, 201508-01-Describe and understand each of the surrender options required in policies with cash values.

  ...more

  

  ---

• March 30, 201508-04-Describe the basic settlement option choices available to policyowners and policy beneficiaries.

  ...more

  

  ---