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