Life Insurance and Retirement Savings

This Life Insurance and Retirement Savings Course deals with financial hazards related to unforeseen situations such as an accident, dread disease, financial uncertainties, and many more. Private Life Insurance seems to be appropriate to care for our retirement years, and even more so in the current downturn of the Social Security systems to meet our desires and our needs for a retirement life with financial stability.

This program will provide the appropriate techniques to offer each participant the knowledge and skills needed for more effective work, and to suggest the necessary adjustments required in behavior, towards greater efficiency.

By the end of this training course, delegates will be able to:

• An understanding of Life Insurance Needs
• Explanation of the coverage, limits, and exemptions of various Life Insurance Plans
• Description of the plans and supplements included in the Life Insurance Policies
• Overview of the Financial and Insurance Planning Process
• Discrimination of Life Protection Products
• Realization of the Investment Products

COURSE CONTENT

• Life Insurance Underwriting procedures and Claims
• Personal Protection Needs of Life insurance
• Personal Requirements for Systematic Savings
• The Financial and Insurance Planning Process
• Term and whole-life Insurance Types and uses
• Supplementary Benefits of Life Insurance
• The Personal Accident Plan
• The Medical Expenses and Health Insurance
• Investment Products – Unit linked and universal policies
• Group Life and Professional Insurance Plans

FOR WHOM

Client Service Departments, Sales of Insurance, Insurance marketers, Insurance call centers, prospecting life insurance clients, underwriters, claims managers, and compliance department.

TRAINING METHODOLOGY

The training methodology combines lectures, discussions, group exercises and illustrations. Participants will gain both theoretical and practical knowledge of the topics. The emphasis is on the practical application of the topics and as a result participant will go back to the workplace with both the ability and the confidence to apply the techniques learned to their duties.