Who Attends

Financial services professionals from all functional areas and levels who seek to gain a solid understanding, essential tools, and practical tips about life insurance to be more effective and confident on the job.

Highlights

This in-depth course delivers comprehensive knowledge on life insurance — from product types, features and pricing to tax, regulations and how the products can be used to help solve consumer and business financial security needs.

You’ll benefit from the unique and interactive teaching style by an industry veteran who'll provide thought-provoking exhibits and case studies that build solid understanding, layer-by-layer throughout the course.

You'll also:

• Gain the latest facts and figures on the Canadian life insurance industry
• Enhance your knowledge about the various types of life insurance products, their features and benefits
• Increase your understanding of how the products are constructed, how they work and when they should be used
• Examine consumer and business needs for life insurance
• Get up to speed on taxation, distribution, regulation and consumer protection issues
• Add practical ideas and sales concepts to your toolkit

Topics include:

• Why life insurance?
• Actuarial principles
• Product types and pricing
• Optional benefits
• Taxation
• Needs analysis
• Sales concepts
• Policy provisions
• Product illustrations
• Industry players: manufacturers, distributors, regulators
• Consumer protection
• And more!