New eLearning: Comparing permanent life insurance solutions
Using a needs based approach, learn how to compare participating life insurance, non-participating permanent life insurance, and universal life insurance. This new 60-minute eLearning explores key product characteristics, Client priorities, trade-offs and planning considerations to support more effective Client conversations.
When discussing insurance solutions with Clients, there isn't always a single “right” answer. Different solutions may be appropriate depending on a Client's goals, priorities, financial circumstances, and planning objectives.
Through interactive activities and practical Client scenarios, learn to:
- Compare key characteristics, advantages, limitations and planning considerations of permanent life insurance solutions.
- Evaluate how factors such as certainty, flexibility, growth and legacy objectives may influence Client conversations.
- Apply a needs-based approach when assessing permanent life insurance strategies.
- Explore realistic Client situations and identify which solutions may warrant further discussion.
CE accreditation: This training has been submitted for CE accreditation and is currently under review. If accreditation is approved, the CE certificate will be added to your Advisor Learning Navigator transcript upon successful completion of the course.
Call-to-action:
- Complete the Comparing permanent life insurance solutions eLearning in Advisor Learning Navigator.
Contact us:
For questions about this learning experience, contact advisorlearningnavigator@sunlife.com.