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MODULE 1 · STUDY GUIDE
Life Insurance
5 chapters · 12 sections
⚠ Draft — pending professional review
CHAPTER 1
Fundamentals of Life Insurance
Core concepts every life insurance agent must know: what life insurance is, why it exists, and the key legal principles that govern it.
3 sections
CHAPTER 2
Types of Life Insurance
Term, whole life, universal life, T-100 — understanding when each product is appropriate and how they work.
4 sections
CHAPTER 3
Policy Provisions & Riders
The standard clauses in every life insurance policy and the optional riders that can be added to customize coverage.
2 sections
CHAPTER 4
Taxation of Life Insurance
How life insurance is taxed in Canada — death benefits, cash values, policy loans, dispositions, and the ACB.
1 sections
CHAPTER 5
Needs Analysis & Beneficiary Designations
How to determine the right amount of insurance for a client and how to properly structure beneficiary designations.
2 sections
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