Class of Business Training – Long Term Insurance

Course Content

Module 1: Assistance Policy
Module 2: Life Risk Policy
Module 3: Life Investment Policy
Module 4: Fund Policy
Module 5: Sinking Fund Policy
Module 6: Reinsurance Policy
Module 7: Business Cycles
Module 8: Impact of Legislation and Tax on Life Insurance Policies
Module 9: The Applicable Industry Codes

Course material

The Class of Business Training in Long Term Insurance is designed to provide participants with a thorough understanding of various long-term insurance products and the critical factors influencing their effectiveness and appropriateness for different clients. This training encompasses essential policy types such as assistance, life risk, life investment, fund, sinking fund, and reinsurance policies. Participants will explore the characteristics, fee structures, risks, and relevant legislative implications associated with each policy type.

Furthermore, the course addresses the impact of economic cycles on the insurance landscape and the key industry codes that guide ethical conduct in insurance practices. By the end of the course, learners will be equipped with practical knowledge and analytical skills to assess the suitability of long-term insurance products based on the specific needs of clients.

  • Self-paced learning modules, quizzes, and downloadable resources.
  • Assessment: Quizzes at the end of each Module, final assessment to evaluate overall understanding of the material.

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