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Overview of Life Settlements: Current Events & Regulatory Update New

Course Description

Course Approval Number :

Course Description

The purpose of this course is to explain the emerging market of life settlements. Throughout the course, students are introduced to essential industry terminology, what life settlements entail, and how the life settlements market is compared to the life insurance market. The course also offers a general overview of the industry as a whole.
In addition to learning general information about the life settlements industry, students will also learn who the participants are in a life settlement and how to identify good candidates. By the end of the course, students should be familiar with the step – by – step process of this emerging market and will have an understanding of the regulation, licensing, and compliance issues involved.


  • Define a life settlement
  • Apply industry terms and definitions
  • Determine the participants in a life settlement
  • Analyze the life settlements market
  • Compare the life settlements market with the life insurance market
  • Identify life settlement candidates
  • Describe the compliance, regulation, and licensing practices involved with life settlement.


  • Industry Terms & Definitions
  • Intro to Life Settlements
  • History of the Secondary Market for Life Insurance
  • Identifying Candidates
  • Life Settlements – The Process, A Step by Step Perspective
  • Life Settlement Comparative Market Analysis
  • Sample Case Studies
  • Compliance, Regulations and Licensing
  • NAIC & NCOIL Model Acts
  • Financial Industry Regulatory Authority (FINRA.

    Please see the state/regulatory requirement from the course catalog page.

    This course has been approved for 2 hours.


    Final Exam – You will be required to pass the final exam with a 70% in order to receive course credit.

    Upon successful completion of this course you will be able to print your certificate online.

  • State Requirements

    Check Massachussets’ state requirements prior to enrolling (http://www.mass.gov/ocabr/government/oca-agencies/doi-lp/). Provider – 360training.com, Inc. #S14698 *General credit hours count for either property and casualty or life and health.



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