Life Settlements, Part 1
Instructor
UIE Phone
(253) 846-1155 Email
mail@uiece.com |
Course Overview
Mandatory Training Requirements—Life
Settlement An individual life settlement broker shall complete an initial training
course of 8 hours. In addition, the broker must complete 4 hours of training
every 24 months after the initial training course. The recurring training
required must be completed and reported at a
rate no less than 2 hours each 12 months of each compliance period. Satisfaction of the training requirement of another state that is
substantially similar to the requirements in
Wisconsin will satisfy the training requirement. The life settlement training
shall include all of the following, but not limited
to, legal structuring of life settlement, legal relationship among parties to
a life settlement, required disclosure and privacy, ethical consideration in
selling, soliciting and negotiating life settlement, contract requirement,
advertising and remedies. For more information, please refer to s. 632.69
(3), Wis. Stat ., and s. Ins 2.18
(4), Wis. Adm. Code . |
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Chapter |
Subject |
Description |
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Course |
NAIC Viatical Model Act |
NAIC Viatical Model Act along with drafting notes. |