Life Settlements, Part 3
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 |
|
Course |
STOLI |
Stranger-Oriented Life Insurance & Insurable Interests |