Professional Development
Life insurance needs analysis
Chambre de la sécurité financière
6
PDUs
Anticipating the consequences of a death is a big responsibility.
Determine the value of your clients’ human capital to help define their life insurance needs, whether they are personal or professional. Study the guiding principles that govern inheritance and the tax laws that apply during life and at death.
This training activity is specifically for representatives in...
- Insurance of persons
Features of this online training activity
- Training activity included in The Concepts in insurance of persons program*
- Documentation and quiz with feedback
- Tools to support you in your practice (aslo available on Members' Area)
- Multiple choice questionnaire (passing grade: 60%)
- Prerequisite: none
You might also like:
- Other training activities in The Concepts in insurance of persons program (some are available in French only)
IQPF information