Association of Insurance Agents and Brokers
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Qualification “Savings life insurance and professional sales”

A professional qualification for life insurance agents: product types and parties to the contract, premium, sum insured and surrender value, cooling-off period, risks and exclusions, the investment component, needs analysis, agency networks, the sales script, ethics and after-sales support. 15 video lessons, tests and a certificate.

15 lessons 2 h 36 min Tests: 15 3 final tests Access: 12 mo. Certificate
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About the course

Duration: 15 video lessons, 2 h 36 min of video + lesson tests and final section tests.

Course program

  1. 1.1 Lesson 1. What savings life insurance is test free 11 min
  2. 1.2 Lesson 2. Types of products test 11 min
  3. 1.3 Lesson 3. Parties to the contract test 11 min
  4. 1.4 Lesson 4. Premium, contribution, sum insured and benefit payment test 10 min
  5. 1.5 Lesson 5. Surrender value test 11 min
  6. 1.6 Section 1 final test test
  1. 2.1 Lesson 6. Cooling-off period and grace period test 10 min
  2. 2.2 Lesson 7. Insured risks and exclusions test 10 min
  3. 2.3 Lesson 8. The investment component test 10 min
  4. 2.4 Lesson 9. Client needs analysis test 10 min
  5. 2.5 Section 2 final test test
  1. 3.1 Lesson 10. Agency networks and multi-level marketing test 10 min
  2. 3.2 Lesson 11. A professional network sales system test 11 min
  3. 3.3 Lesson 12. The professional sales script test 10 min
  4. 3.4 Lesson 13. Objections and ethics test 11 min
  5. 3.5 Lesson 14. Contract servicing test 10 min
  6. 3.6 Lesson 15. Workshop: advising a family test 10 min
  7. 3.7 Section 3 final test test