Introduction
This programme is designed for insurance and financial intermediaries to acquire technical and practical knowledge of high end life insurance to explore more business opportunity.
Programme Contents
• Interesting Cases Sharing
• Life Insurance Principles
• High End Life Universal Life (Wealth Preserver Policy), Whole Life, Savings (Young Bonus Power, High-net-worth Wealth Optima, Bonus Power) and Unit-link (Treasure Unit-link) Life Insurance Main Policy Features, Riders (Accelerated Death Benefit, Accident) and Provisions (Beneficiary Designation, Claim Payments Methods, Trust Arrangement, Grace Period, Premium Holiday, Incontestability Clause, Replacement)
• Relevant Underwriting Principles & Claims Handling
• How to assist client to choose the suitable coverage and insurers
