Table of Contents | Next![]() |
COURSE OVERVIEW
In addition to providing qualified-plan expertise to clients, life insurance agents are
often asked to advise their clients about nonqualified deferred-compensation plans.
Nonqualified plans meet specific client objectives that cannot be filled by qualified
retirement plans and, as such, represent an important planning tool for life insurance
professionals. This course will look at the employer objectives that a nonqualified plan
satisfies, the types of plans available, and the funding and design considerations with
which the planner is faced. The course also explores the reasons life insurance is
considered a popular funding vehicle for nonqualified plans.
118-VN95
CONTINUING EDUCATION CREDIT
To determine the acceptability for continuing education credit as well as the number of credits that are granted, see the enclosed continuing education credit guide.
SPECIAL NOTES TO STUDENTS
This publication is designed to provide accurate and authoritative information about the subject covered. The American College is not engaged in rendering legal, accounting, or other professional service. If legal or other expert advice is required, the services of an appropriate professional should be sought.
The material in this course guide was current on the date it was prepared for printing, but some material may have changed by the time you complete the course. If you are planning to earn continuing education credit by taking the course examination, the examination package explains the examination policy of The American College regarding information that may have changed since the course guide was prepared.
If you have any questions, call The American College's Office of Student Services at (610) 526-1490.
ACKNOWLEDGMENTS
Copyright © 1995, The American College
All rights reserved
August 1997 edition
HOW TO USE THE COURSE GUIDE
For each continuing education course The American College prepares a course guide that is
designed to assist you in becoming thoroughly familiar with the material. The course guide
can be used if you earn continuing education credit either by self-studying and taking the
course examination or by attending a classroom presentation of the course material.
Self-Study with Examination
If you self-study, use the following parts of the course guide:
Part 1--Course Objectives: These objectives tell you what you will be able to do after you have completed the course.
Part 2--Course Reading: This is the material you must understand in order to pass the continuing education examination for the course.
Part 3--Course Outline: This is an outline of the material in the reading. It serves as a review of the major points covered in the course.
Part 4--Study Questions: Answer the study questions. They are a key to the important concepts and a basic testing of the material in the course reading. Each question has a page reference to the course reading and space for notes or answers.
Part 5--Answers to Selected Study Questions: Using the page references in part 4, you should have no difficulty verifying your answers to the questions. However, some questions may be in the form of case studies, fact patterns, or mathematical problems. These questions are answered in part 5.
Part 6--Review Questions and Answers: These true-false questions will give you an indication of whether you have mastered the course material and should proceed to take the course examination. Each question has a page reference to the reading. Answers and an explanation of all false items appear at the end of the section.
Part 7--Key Terms: These terms consist of new vocabulary specific to the subject matter. There is space to define each term.
Part 8--Quick Quiz: Ten questions to test your mastery of the course in a nutshell, with answers to all questions.
Part 9--Evaluation Form: Questions that give you an opportunity to critique the material and suggest changes.
When you have completed the course guide, take the multiple-choice examination that is contained in the separate examination package. You must follow the examination rules precisely in order to receive continuing education credit.
Classroom Attendance
If you are attending a classroom presentation of the course material, use the following parts of the course guide:
Part 1--Course Objectives: These objectives tell you what you will be able to do after you have completed the course.
Part 2--Course Reading: This is the material you must understand in order to pass the continuing education examination for the course. You may want to read it before you attend the presentation of the course material or use it to reinforce your understanding of the material after the presentation.
Part 3--Course Outline: This is an outline of the material that will be presented. Opposite each page of outline material is a blank page to take notes on.
Part 6--Review Questions and Answers: These true-false questions will give you an indication of whether you have mastered the course material and should proceed to take the course examination. Each question has a page reference to the reading. Answers and an explanation of all false items appear at the end of the section.
Part 7--Key Terms: These terms consist of new vocabulary specific to the subject matter. There is space to define each term.
Part 8--Quick Quiz: Ten questions to test your mastery of the course in a nutshell, with answers to all questions.
Part 9--Evaluation Form: Questions that give you an opportunity to critique the course and suggest changes.
When you have completed your review of the course guide, take the multiple-choice examination that is contained in the separate examination package. You must follow the examination rules precisely in order to receive continuing education credit.
Top![]() |
Next![]() |