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Available online as Self-Paced & Instructor-Led course

This course helps you better understand your clients’ needs for life and health insurance.  You will be better prepared to answer questions and to analyze the need for, and placement of, life insurance. You will also be introduced to a diverse assortment of healthcare products – from medical expense coverage to vision care and dental, plus a variety of delivery systems and health plans designed to manage the high costs of care. Being able to explain the benefits of having proper life and health insurance is a key service you can provide to help protect the financial well-being of your clients’ families and businesses.
While Personal Lines business may be your primary focus, cross-selling life and health products is a proven revenue generator and client retention tool. Grow your skills and grow your value for your future and for your agency!

Basic life insurance contracts, including the parties to the contract, requirements an individual or entity must satisfy to be insured, and the application process itself.

Term and permanent life insurance as well as the tools necessary to provide clients with both information and counsel.

Core knowledge and tools necessary to deliver information and counsel regarding broad life insurance concepts and products.

Health insurance policies, concepts, and products to assist you in conversations with clients.

Federal regulations, their impact on health care and insurance, consumer-driven health plans—specifically the FSA, HSA, and HRA.

Basic Medicare information.

Features & Benefits

Knowledge Checks &

Animation & Live

Practical & Relevant


Information Kiosk &
Learning Resources

Review Exam*

Designee Update

8 Credit Hours
(Varies by State)

Save Progress &
60-Day Access*

*Self-Paced Online Feature

Take this course on your own or with faculty

Self-Paced Online

Instructor-Led Online

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Welcome To the Alliance!

The National Alliance for Insurance Education & Research is now the Risk & Insurance Education Alliance, or simply “The Alliance”.  For more details, please read our Press Release.