Insurance Policy Benefits

This course addresses many fundamentals of insurance and its important role of eliminating uncertainty during life, while ill or aging. Each phase brings challenges to the advisor for disclosure and suitability. Life insurance delivers straightforward benefits. Insurance Policy Benefits illustrates how policies become proceeds and how those proceeds can enrich life. On completion, you will:

• Have an overarching view of products and their role as solutions for many client concerns;
• Be able to reinforce policy benefits, such as the tax-free life policy death benefit;
• Assist in the structuring of a policy to ensure a claim of the full sum can be made.

A refresher course like this can renew your sense of purpose and ambition, helping you once again plan a future for applicants and clients that might otherwise be unattainable.