Preliminary Agenda (Subject to Change)

September 13 & 14, 2021
9:30 a.m. – 12:30 p.m. and 1:30 p.m. – 4:30 p.m. daily

1. Life Insurance Market Overview

• Canadian Life Insurance Landscape
• Industry Sales

2. Life Insurance Products Overview

• Principles of Insurance
• The Policy Contract

3. Life Insurance Product Design and Pricing

• Cost of Insurance — Pricing Factors
• Building a Term Insurance Product
• Whole Life Insurance
• Universal Life

4. Product Illustrations

• Term, Whole Life, Universal Life

5. Using Products to Meet Needs

• Needs Analysis
• Case Studies

6. Taxation

• Income Tax Principles
• Investment Income
• Insurance Policies

7. Insurance Sales Concepts

• Comparing Financial Strategies/ Outcomes
• Buy Term and Invest the Difference
• Estate Bond
• Asset Protection Plan
• Insured Retirement Program