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Legal concepts relating to individual insurance

Chambre de la sécurité financière
1 UFC

Helping your clients understand the legal implications of a contract is a sign of professionalism

When you recommend insurance of persons products and services to your clients, you need to understand the technical and legal aspects of these products and services. This applies to both life insurance and accident or sickness insurance.

This training activity addresses the characteristics of individual insurance contracts, including general legal concepts, the obligations of the advisor and the insured, exclusions, the rules for designating a beneficiary, and the conditions under which a contract enters into effect.

This training activity will allow you to gain a solid understanding of the rules and conditions that govern insurance products. You’ll therefore be able to transmit this knowledge to your clients to help them understand what they are purchasing. This course will also address your obligations as well as your client’s obligations. This will help ensure every party complies with the rules governing the contract.


This training activity is specifically for advisors in:

  • Insurance of persons

  • Training activity included in The Concepts in insurance of persons program*
  • Online training activity including questions with feedback
  • Duration: 1h15
  • Multiple-choice summative evaluation to be completed online (passing mark: 60%)
  • Prerequisite: none
* It is not mandatory to follow this program to register for this training.
Informations IQPF