Life insurance needs analysis
Chambre de la sécurité financière
6
PDUs
Anticipating the consequences of a death is a big responsibility.
Determine the value of your clients’ human capital to help define their life insurance needs, whether they are personal or professional. Study the guiding principles that govern inheritance and the tax laws that apply during life and at death.
This CE course is specifically for advisors in:
- Insurance of persons
Features
- Included in The Concepts in insurance of persons program*
- Online training activity including questions with feedback and tools
- Duration: 6 hours
- Multiple-choice summative evaluation to be completed online
- Passing mark: 60%
- Prerequisite: none
You might also like:
- Other CE activities in The Concepts in insurance of persons program (some are available in French only)
IQPF information
