1. Interesting Cases Sharing
2. Life Insurance Principles
3. 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)
4. Relevant Underwriting Principles & Claims Handling
5. How to assist client to choose the suitable coverage and insurers
3 IA CPD Hours and 3 MPFA CPD non-core Credits
Ms. Tinna Kwok, Chartered Insurer, ACII, BA(Hons), DLS
Cantonese
Smart Casual
1. Seats are allocated on a first-come-first-served basis.
2. Administration fee is non-refundable and non-transferable.
3. Full and strict attendance is enforced.
4. Course certificate will be issued right after successful completion of the course.
Date: | 4 December 2024 (Wednesday) |
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Time: | 6:30 AM - 9:30 AM (3 hours) |
Venue: | VTC Tower, 27 Wood Road, Wanchai, Hong Kong (Please check the exact venue on 9/F of VTC Tower on the course day.) |