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Voluntary Benefits

August 18, 2023 @ 9:00 am - 12:45 pm

I will be your instructor for a 4-hour continuing education class for financial advisors and insurance professionals to maintain their licenses.
What you will learn:

  • Indicate the purpose, types, benefits and limitations, distribution and structure of voluntary benefit plans
  • Define the need, benefits, features, limitations, exclusions, and uses of these voluntary benefit plan types:
    • Cancer and Critical Illness Plans
    • Short- and Long-Term Disability Income Plans
    • Hospital Indemnity Plans
    • Life Insurance Plans
    • Accident Plans
    • Vision and Dental Plans
  • Describe wellness programs provided to voluntary benefits groups
  • Indicate characteristics of telemedicine programs
  • List benefit elements of legal services and financial counseling benefits
  • Evaluate employer group voluntary benefits needs and determine suitable product and plan suggestions


August 18, 2023
9:00 am - 12:45 pm
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