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Learner Outcome
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Activity (optional)
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Assessment
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Explain the risk management process
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Examination questions and case preparation.
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Compare and contrast the primary risk management techniques available to clients
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Examination questions and case preparation.
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Explain how insurers use risk pooling to pay for losses incurred by policyholders
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Examination questions and case preparation.
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Distinguish among the factors that affect policyholder premiums
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Examination questions and case preparation.
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Differentiate between group and individual health insurance alternatives, including fee for service and managed care plans.
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Examination questions and case preparation.
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Describe alternatives for acquiring health coverage including COBRA and Medicaid
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Examination questions and case preparation.
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Distinguish between short-term and long-term disability plans.
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Examination questions and case preparation.
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Formulate a plan for meeting individual disability income needs
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Examination questions and case preparation.
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Compute the tax implications of paying for and receiving disability benefits
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Examination questions and case preparation.
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Propose a long-term care insurance plan based on needs, financial resources, policy coverage, and cost
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Q
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Examination questions and case preparation.
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Compare and contrast annuities (fixed and variable) with other investment alternatives.
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Examination questions and case preparation.
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Assess the most appropriate life insurance coverage to match a client’s circumstances
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Examination questions and case preparation.
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Estimate a client’s insurance needs using alternative approaches
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Examination questions and case preparation.
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Prepare an insurance needs analysis for a case client
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Examination questions and case preparation.
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Recommend appropriate insurance products, given a case client’s circumstances
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Examination questions and case preparation.
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Diagram the components of property and casualty insurance
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Examination questions and case preparation.
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Differentiate among the basic homeowners insurance (HO) forms and features
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Examination questions and case preparation.
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Evaluate the components of automobile insurance for potential property damage or liability exposures.
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Examination questions and case preparation.
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