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Introduction to Life Insurance and Retirement Savings 

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Introduction to Life Insurance and Retirement Savings
 at 
Alison 
Overview

Learn more about the benefits of life insurance and retirement savings with this personal financial planning course.

Duration

2 hours

Total fee

Free

Mode of learning

Online

Official Website

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Credential

Certificate

Introduction to Life Insurance and Retirement Savings
 at 
Alison 
Highlights

  • Earn a certificate of completion from Alison
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Introduction to Life Insurance and Retirement Savings
 at 
Alison 
Course details

What are the course deliverables?
  • Describe the difference between whole and term life insurance
  • Identify the differences between Traditional and Roth IRA
  • Describe the features of a 401 (K)
More about this course
  • This free online course will give you an in-depth look at life insurance and its different types, as well as Traditional Individual Retirement Accounts (IRAs) and Roth IRAs
  • Life insurance is a contract between an insurer and a policyholder whereby the insurer pays a guaranteed sum to the named beneficiaries upon the death of the insured
  • You will learn that a term life insurance policy lasts for only a fixed number of years depending on the policy while a whole life insurance policy lasts for the duration of the policy holder's life
  • This course will discuss the Traditional IRA and Roth IRA, which are two crucial types of IRAs
  • You will learn that in the Roth IRA tax is not deferred, while in a 401(K) tax is deferred
  • You will learn how it can help support dependents, and provide immediate cash at death that can help pay the deceased's debts, funeral expenses, and income or estate taxes
Read more

Introduction to Life Insurance and Retirement Savings
 at 
Alison 
Curriculum

Introduction to Life Insurance and Retirement Savings

Life Insurance and Retirement Savings - Learning Outcomes

Term and Whole Life Insurance Policies

Term Life Insurance and Death Probability

Traditional IRAs

Roth IRAs

401(k)s

Life Insurance and Retirement Savings - Lesson Summary

Course assessment

Introduction to Life Insurance and Retirement Savings - Course Assessment

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Introduction to Life Insurance and Retirement Savings
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