Indexed Products: Suitability and Marketing Practices

Overview

This course examines the requirement for determining suitability in the sale of indexed products and considers the information needed to perform a suitability analysis.

Learning Objectives

Students who successfully complete this course will be able to:

  • identify the customer information needed to perform a suitability analysis
  • discuss the need for full contract disclosure and the need to maintain appropriate records
  • explain the advantages of needs-based life insurance selling
  • describe the special suitability issues applicable to senior consumers
  • identify the new developments in indexed products

Designed for

Retail

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