Barriers to Insurance: Reasons for Underinsurance

$0.00

Provincial Life Credits: 5 credits (BC, 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)

Procrastination, cognitive biases, and agent behaviour can form roadblocks to acquiring and maintaining insurance coverage. Learn from these and many other reasons individuals fail to acquire insurance policies — and the information needed by which their position can be reversed. This course delivers all that and:

  • Develops an approach that recognizes and respects the rationale of the prospect/client and their perceived barriers;
  • Achieves better plans based on characteristics of the prospect/client;
  • Facilitates the progression of uninsured to insured or underinsured to insured;
  • Benefits the agent with checklists to test behaviour against standards and expectations.

Take charge to eliminate the barriers holding back action.

Price charged to FA: $37.50 (You do not pay on this site.)
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