This self-study course explores fundamental insurance, annuity, and employee benefit concepts and products. Students will gain knowledge of the principles of risk and insurance; learn how to analyze and evaluate risk exposures; and understand the concepts of personal and business insurance for life, health, disability, long-term care and property insurance. Students will also develop perspectives regarding the integration of social insurance (e.g. Medicare, workers’ compensation) within the framework of financial planning. Equity-based compensation, nonqualified deferred compensation, and other employee benefits will also be presented and discussed.
