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Module 3 Life, Disability and Health Insurance

31866-31867-31869 TA
20.00 CPD Points
Price:
Free +GST Retail

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This module provides an understanding of the risk management concepts and legislative and regulatory environment associated with life, disability and health insurance. Enabling graduates to gain a broad understanding of products, services and the development of solutions to a range of insurance needs using an appropriate six-step advice process. 

31866 – Gather and analyse information to determine client life, disability, and health insurance needs.

31867 – Apply knowledge of life, disability, and health insurance products and services to meet client needs.

31869 – Provide advice in a life, disability, and health insurance context using the Six Step Process

 

 

Objectives


  • 31869 - Apply the Six Step advice process to provide advice in a life, disability, and health insurance context.
  • 31866 - Establish, analyse, and review a range of personal life, disability, and health insurance needs, objectives, risk tolerance, and priorities.
  • 31867 - Analyse life, disability, and health insurance products, structures, and options; Government support agency benefits; and potential non-insurance solutions when developing solutions to a range of personal life, disability, and health insurance needs.
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Unit 4D, 2B William Pickering Drive, Rosedale, Auckland 0632

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