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Employer-Offered Life Insurance

Life Insurance

Employer-Offered Life Insurance

Learn how basic and supplemental group life insurance works, how guaranteed issue and evidence of insurability affect enrollment, and how to evaluate benefit amounts, age reductions, portability, conversion, beneficiary administration, and tax treatment.

7 modules1h of content1.0 certificate hoursCertificate of completion
Preview Course

What You Will Learn

Learning objectives for this course.

Explain basic group term life and supplemental life insurance.
Distinguish guaranteed issue from Evidence of Insurability.
Evaluate flat-dollar benefits, salary multiples, maximums, and age reductions.
Explain portability, conversion, and beneficiary administration.
Recognize the basic federal tax implications of employer-provided group term life insurance.
Identify common carrier-transition and enrollment risks.

Who This Course Is For

This course is designed for the following roles.

HR professionals responsible for benefits strategy
Benefits advisors and brokers
CFOs and finance leaders reviewing benefits costs
Employers evaluating carrier transitions

Course Modules

7 modules · 7 lessons

01

The Role of Employer-Sponsored Life Insurance

Understand the financial problem life insurance is designed to solve.

1 lessons · 5 min

02

Basic Group Term Life

Understand common employer-paid plan designs.

1 lessons · 5 min

03

Supplemental Life for Employees and Dependents

Understand voluntary buy-up options.

1 lessons · 5 min

04

Guaranteed Issue and Evidence of Insurability

Understand when medical underwriting applies.

1 lessons · 5 min

05

Age Reductions, Earnings Definitions and Maximums

Recognize contract provisions that can unexpectedly reduce benefits.

1 lessons · 5 min

06

Beneficiaries, Portability and Conversion

Understand critical administrative and termination issues.

1 lessons · 5 min

07

Tax Treatment and Employer Administration

Understand the basic federal tax issue created by employer-paid group term life.

1 lessons · 5 min

Earn Your Certificate

Complete all modules, pass the module quizzes, and score 80% or higher on the 5-question final exam to earn your certificate of completion and 1.0 certificate hours.

Educational content only. Employer Benefits IQ content is not legal, tax, accounting, medical, or fiduciary advice. Rules vary by plan design, policy language, employer facts, employee facts, state law, and future regulatory changes. Employers should confirm plan-specific decisions with qualified legal, tax, accounting, carrier, and benefits professionals.