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


Ms. Tinna Kwok,

Chartered Insurer, ACII, BA(Hons), DLS

Medium of Teaching


Dress Code

Smart Casual

Important Notes

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. 

Leven So
3620 3257
Date:12 June 2024 (Wednesday)
Time:6:00 AM - 9:00 AM (3 hours)
VTC Tower, 27 Wood Road, Wanchai, Hong Kong

Share to:
10:00 of 04 June 2024 or when it is full, whichever is earlier
Enroll Here