Course Description

Segregated funds is a key product line for life insurance agents.  Understand the ins and outs of this product and advise your clients better with this accredited CE course.

This continuing education (CE) course includes:

  1. Intro to Seg Funds
  2. Types of segregated funds & investments
  3. Disclosures and fund facts
  4. Features of Seg Funds (ie. maturity guarantee and death benefits)
  5. Fees
  6. Role of the insurance agent in Seg Funds contracts


Students must pass the final exam before a certificate will be issued.  

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Course curriculum

  • 1

    Segregated Funds CE Video

    • Segregated Funds Video

  • 2

    Segregated Funds CE Quiz

    • Segregated Funds Quiz

  • $149.00 / year

    $149.00 / year Life + A&S Insurance Continuing Education (CE) Course Bundle

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