15+15 Credits: The Alberta 15 Life AND 15 A&S 2027 Credit Package

Why develop a personal code of conduct when you already have been provided with guidance from your regulators or professional organization, such as FP Canada? It’s true that industry codes create consistent expectations. But when you set out your own code you have the opportunity to express personal answers to questions like:

• Why am I doing this job?
• What are my goals?
• How do I measure success?
• How will I know it is time to quit?
• What do I personally offer that sets me apart?
• Why would a client choose me? Would you choose you?

Evaluating responses to these questions through the lens of ethical obligations affirms a standard of professional conduct that goes beyond minimum, baseline expectations. In doing so, you distinguish yourself among exceptional industry professionals. Making this commitment is ultimately reflected in stronger client relationships and enhanced client experiences. Are you ready to shape your personal standard for personal integrity and conduct?

Includes checklists that guide you to building your personal code.

This course addresses many fundamentals of insurance and its important role of eliminating uncertainty during life, while ill or aging. Each phase brings challenges to the advisor for disclosure and suitability. Life insurance delivers straightforward benefits. Insurance Policy Benefits illustrates how policies become proceeds and how those proceeds can enrich life. On completion, you will:

• Have an overarching view of products and their role as solutions for many client concerns;
• Be able to reinforce policy benefits, such as the tax-free life policy death benefit;
• Assist in the structuring of a policy to ensure a claim of the full sum can be made.

A refresher course like this can renew your sense of purpose and ambition, helping you once again plan a future for applicants and clients that might otherwise be unattainable.

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.