Virtual Insurance Immersion (Canada), March 2021 Agenda

Monday, March 22, 2021

9:30 am - 4:30 pm:

Module 1

  • Welcome, Introductions and The Virtual Insurance Immersion Experience
  • Industry Overview

Module 2

  • Risk Products Overview
  • Term Insurance
  • Whole Life Insurance

Module 3

  • Universal Life Insurance
  • Supplemental Benefits
  • Living Benefits Products
  • Pricing and Profitability

Tuesday, March 23, 2021

9:30 am - 4:30 pm:

Module 4

  • Wealth Products
  • Distribution Channels

Module 5

  • Sales and Service
  • Customer Service

Module 6

  • Regulation and Compliance

Wednesday, March 24, 2021

9:30 am - 4:30 pm:

Module 7

  • Financial Operations: Solvency and Profitability, Reinsurance, Cash Flows
  • Financial Statements
  • Accounting Standards
  • Regulatory Oversight
  • Assuris

Module 8

  • Company Operations
  • Underwriting
  • Claims

Thursday, March 25, 2021

9:30 am - 12:30 pm:

Module 9

  • Guest Presentation

Module 10

  • The Changing Insurance Landscape: Disruptors, Consumer Expectations, COVID-19 Impact
  • General Discussion and Wrap-up