Group Medical and Group Life Insurance

Contents

l Why we need life insurance?

l Type of life insurance

l Difference of a group life policy from individual life policy

l Who needs life insurance most?

l Introduction of group medical

l New and renew business procedures and data require

l Key Tasks – new and renew policy

3 IA CPD Hours and 3 MPFA CPD non-core Credits

Mr. Benny Lee,

A seasoned and passionate insurance professional and employee benefits specialist with over 20 years of experience in delivering insurance and broking services to corporate clients and high-net-worth individuals.
Expertise includes medical and life insurance, brokerage operations, compliance, and consultant coaching. Strong background in benefits and program design, funding alternatives, flexible benefits, managed care and health prevention program, and cost-containment strategies. Skilled in handling claims disputes, analyzing policy terms, and supporting product development.
Hands-on experience in flexible benefits platform management and B2B negotiations. Recognized for building and leading effective teams, with a proven ability to unlock employee potential and drive performance in the workplace.

Cantonese

Smart Casual

Important Notes

Seats are allocated on a first-come-first-served basis.
Registration fee is non-refundable and non-transferable.
Full and strict attendance is enforced.
Course will be held upon min. of 50 enrollments are confirmed.
Identity Verification is required before the class.
Digital CPD Certificate will be issued to eligible participants within 14 days after the course.

Enquiry

Karen Sim

21391328

cpd2@piba.org.hk

General Information

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Enrollment

Deadline

10:00 of 30 September 2025 or when it is full, whichever is earlier