Over the past five years, the most common complaint in requests for investigations has been a representative’s failure to comply with the procedure to replace an insurance contract.
With the help of concrete examples, find out which situations call for a replacement notice.
This training activity is specifically for representatives in...
- Insurance of persons
Features of this online training activity
- Documentation and quiz with feedback
- Examples of situations
- Tools to support you in your practice (aslo available on InfoDéonto)
- Multiple choice questionnaire (passing grade: 60%)
- Prerequisite: none
You might also like:
- Proethics bundles - Mandatory course 2015-2019 (38560-38567)
- L'encadrement professionnel du conseiller en sécurité financière (24735) (available in french only)
- Being compliant: a reality through three representatives (18653)
- Cas vécus et déontologie en assurance de personnes (14465) (available in french )
- L’analyse des besoins d’assurance vie (27273) (available in english soon)
4 PDU in compliance
Member's price: $ 120.00
Non-member's price: : $ 172.00
IQPF code: IQPF17-06-0013-G
IQPF UFC count : 4
NP : 4