Making the Right Choices for Insurance
$0.00
| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits |
| IIROC Credits: | 5 credits (Professional Development) |
| MFDA Credits: | 5 credits (Professional Development) |
Among the many factors to consider in an insurance transaction are those that will result in a policy that will be suitable for clients and fulfill their needs. This course paves the way to making the right choices to attain the right outcomes.
- Develop a wide-ranging understanding of your role in making insurance right for the clients you have and prospects you encounter;
- Focus on needs-based selling to sell the right insurance, in the right amount, at the right cost;
- Make your sales process serve the client by eliminating conflict of interest and by following ethical imperatives.
You will develop a wide-ranging understanding of your role in making insurance right for the clients you have and prospects you encounter. Complete this course now to gain selling confidence and proficiency.
Price charged to FA: $37.50 (You do not pay on this site.)
