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Overview


The Basics of Risk Insurance

2014-075
$665.22 +GST Retail
$469.57 +GST Learning Partner

Event Detail

Learn how to understand and provide risk related financial adviser services to clients, and how to select the appropriate risk insurance products based on the individual’s needs and financial goals.

The perfect workshop for anyone who is new to the life/risk insurance advice industry or for mortgage, general insurance or investment advisers who wish to add risk insurance to their service offering. It covers both the theory and practice of risk insurance.

Detailed Workshop Summary:
  • Risk.
  • Insurable hazards.
  • Needs and lifecycles.
  • Calculation of sums insured.
  • Purposes ad roles of industry participants.
  • Legislation.
  • Client suitability.
  • Policy ownership and tax considerations.
  • Financial position and goals.
  • Application and underwriting.
  • Implementation.

Terms and Conditions

The running of this workshop is subject to minimum attendees.

No refund will be given if you choose not to attend within 7 days of the event.

Full terms and conditions are available here
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Unit 4D, 2B William Pickering Drive, Rosedale, Auckland 0632

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