We’re pleased to announce the publishing of our latest course for Life, Accident & Sickness customers across Canada. The new course is called Life, Accident & Sickness Insurance Solutions for High Net Worth Individuals and it’s 1 hour long, so 1 CE credit for Life, A&S.
The course is available for CE credit immediately in Ontario, BC, Saskatchewan and Manitoba. We’ll be submitting it for approvals in Alberta too, which usually takes a couple of months for the Alberta Accreditation Committee to review and approve it.
This new course looks at the unique nuances and requirements for High Net Worth Individuals — in order words, wealthy individuals. In this course we spend the first 10 minutes talking about why High Net Worth (HNW) individuals have a different perspective than most other clients. Then we spend about 20 minutes on Life Insurance and the use of an ILIT (Irrevocable Life Insurance Trust), plus ways of using life insurance for philanthropy and charitable giving.
After covering the Life side of things, we spend about 15 minutes talking about customized Accident & Sickness insurance options and why customization is often required for HNW individuals. In this section we focus on customized Disability insurance, Key Person insurance, and customizing Critical Illness insurance as well.
We wrap up the course by looking at the current regulations and tax environment, following but an overview of innovative insurance products that are often positioned for HNW individuals. We suggest products such as High Value Universal Life policies, Private Placement Life Insurance (PPLI), and International insurance options as these can all be useful for wealthy individuals.
This course offers one Life CE credit for insurance professionals as continuing education. Our CE credits are approved in all provinces where we publish the course to, simply view your Life, Accident & Sickness courses by province and we’ll always show you the correct list. That means in Ontario the course is meets FSRA requirements, and in BC, Saskatchewan and Manitoba the course has the relevancy and technical requirements to be approved for credit by the respective insurance bodies in each province. In Alberta, once the Accreditation Committee reviews our material and approves the course we’ll make it available in Alberta as well.
If you need continuing education for life insurance in Canada, insurancelink.ca is a trusted source of courses and CE credits. Try us out for your CE requirements this year! We have new pricing packages that meet most people’s requirements, a simple signup form, and yes we even offer a free CE course credit to everyone in Canada now if you’re still not sure about signing up. Try us out for free and we hope you’ll signup for more.
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