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