Education / CPD Course
High End Life Insurance in Hong Kong: Universal Life, Whole Life, Savings and Unit-link Insurance
1. Interesting Cases Sharing
2. Life Insurance Principles
3. High End Life Universal Life (Wealth Preserver Policy), Whole Life, Savings (Young Bonus Power, High-net-worth Wealth Optima, Bonus Power) and Unit-link (Treasure Unit-link) Life Insurance Main Policy Features, Riders (Accelerated Death Benefit, Accident) and Provisions (Beneficiary Designation, Claim Payments Methods, Trust Arrangement, Grace Period, Premium Holiday, Incontestability Clause, Replacement)
4. Relevant Underwriting Principles & Claims Handling
5. How to assist client to choose the suitable coverage and insurers
3 IA CPD Hours and 3 MPFA CPD non-core Credits
Speaker
Ms. Tinna Kwok, Chartered Insurer, ACII, BA(Hons), DLS
Medium of Teaching
Cantonese
Dress Code
Smart Casual
1. Seats are allocated on a first-come-first-served basis.
2. Administration fee is non-refundable and non-transferable.
3. Full and strict attendance is enforced.
4. Course certificate will be issued right after successful completion of the course.
| Date: | 12 June 2024 (Wednesday) |
|---|---|
| Time: | 6:00 AM - 9:00 AM (3 hours) |
| Venue: | VTC Tower, 27 Wood Road, Wanchai, Hong Kong |