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Introduction to Life Insurance and Retirement Savings

  • Description
  • Outcome
  • Certification
  • Having adequate life insurance and retirement savings are two very important aspects of personal financial planning. This free online personal finance course introduces and explains the basic forms of both life insurance and retirement savings with an emphasis on its application in the U.S. Both term life insurance and whole life insurance are clearly explained with examples, the features of Traditional Individual Retirement Accounts (IRAs) and Roth IRAs are reviewed and the similarities and differences between Traditional IRAs and 401(K)s are described. This course will be of great interest to all learners who are planning their personal finances and would like a clear knowledge and understanding of both life insurance and retirement savings.

  • Having completed this course the learner will be able to:

    - Describe the difference between whole and term life insurance.

    - Describe the difference between Traditional and Roth IRA.

    - Describe the features of a 401(K).

  • All Alison courses are free to study. To successfully complete a course you must score 80% or higher in each course assessments. Upon successful completion of a course, you can choose to make your achievement formal by purchasing an official Alison Diploma, Certificate or PDF.

    Having an official Alison document is a great way to share your success. Plus it’s:

    • Ideal for including in CVs, job applications and portfolios
    • An indication of your ability to learn and achieve high results
    • An incentive to continue to empower yourself through learning
    • A tangible way of supporting the Alison mission to empower people everywhere through education.

Introduction to Life Insurance and Retirement Savings
  • Free

  • 1-2 Hours

  • Khan Academy

  • Assessment

  • Certification

  • 50 Pts

Modules List( 2 )
  • INTRODUCTION TO LIFE INSURANCE AND RETIREMENT SAVI...
  • Module
    1
    Introduction to Life Insurance and Retirement Savings
    • Learn more about life insurance and retirement savings.
    • Life Insurance and Retirement Savings - Learning Outcomes
    • Term and Whole Life Insurance Policies
    • Term Life Insurance and Death Probability
    • Traditional IRAs
    • Roth IRAs
    • 401(k)s
    • Lesson Summary
  • END OF COURSE ASSESSMENT
  • Module 2: Life Insurance and Retirement Savings Assessment
    • You must score 80% or more to pass this assessment.
    • Life Insurance And Retirement Savings Assessment
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