Fundamentals of Life Insurance
and Retirement Savings
05 – 09 May 2025
Sandton Centre
Johannesburg South Africa
Register Now! Limited Seats Available!
Introduction
The Fundamentals of Life Insurance and Retirement Savings training course provides the appropriate techniques to offer each participant the knowledge and skills needed for more productive work and to suggest the necessary adjustments required in behavior, towards greater efficiency.
Life Insurance is a global market controlled by a strong framework and constrained by a tight economic environment. Life insurance is used as the means of people to achieve financial stability throughout their lives. Central to this work are modern techniques used to determine the insurance needs to be filled and to select the best and unique solution for the benefit of each insured person. Through the commonly used Financial Planning Process, Insurers can help people set and implement their financial goals.
Training highlight:
- The Basics and Laws governing the Insurance Market
- How Underwriting and Claims Procedures are operating in Life Insurance
- An examination of Life Insurance Needs and the Financial and Insurance Planning Process
- Principles of Life Protection products including the Accident and Health Products
- An analysis of the investment products
- How the Private Pension products on the three pillars of Retirement Planning work
- The Retirement Savings Options?
Objectives
By the end of this course, the participants will be able to:
- Define concepts of life insurance
- Identify the insurance needs of the insureds
- Follow the financial Planning process
- Differentiate the various types of life insurance
- Implement a lifelong retirement program
The impacts of this course to the participants are the following:
- Gaining specific market knowledge about the Insurance Sector
- Becoming more useful, trusted and valuable employees with better judgment
- Learning how to use Life and Pension Insurance in Groups strategically
- Developing skills to identify clients’ insurance needs
- Being able to provide insurance and financial guidance to retirement planning
Who Should Attend?
- Sales Insurance Professionals
- Marketing Insurance Professionals
- Client Service Departments
- Call centers prospecting life insurance clients
- Employees working in the underwriting, handling claims, and compliance department
- Bank Employees who sell insurance together with banking products
End of the workshop
IN HOUSE AND ONLINE TRAINING
While both In-House and Online training can present with cost-effectiveness and time-efficacy, there are some very specific differences between in-house courses and those based online.
The demand for additional courses by individuals or groups of people is increasing. Still, it depends entirely on the preferences of a person what type of training he or she wants to receive. Online courses and in-house training carry some similarities but they are considered to exhibit some very pivotal differences too. Despite that, both types of learning can be really beneficial for attendees.
For Registration and other Training arrangements,
contact us on the detail below.
SOUTH AFRICA : +27 11 057 6001
TANZANIA Cell: +255 769 688 544
WhatsApp +27 79 574 0389
info@bmktraining.co.za / www.bmktraining.com
