This course comprehensively covers the curriculum outlined by the Canadian Council of Insurance Regulators. Participants will gain knowledge about various life and disability insurance types, with a focus on the agent’s responsibilities in relation to policies, applications, underwriting, and claims. The curriculum extends to understanding how clients can utilize annuities and segregated funds as income-producing savings products and investment vehicles. Additionally, the course addresses the ethical considerations integral to an insurance practice.

By the end of the course, participants will be equipped to:

• Assess the client’s needs and situation.
• Analyze available products that meet the client’s needs.
• Implement recommendations tailored to the client’s needs and situation.
• Provide customer service throughout the validity period of the coverage.
• Integrate the legal aspects of insurance and annuity contracts into practice.

This course is designed to ensure that individuals entering the insurance field have a comprehensive understanding of the products they handle, the ethical considerations associated with the industry, and the practical skills needed to serve clients effectively.