Introduction to Critical Illness Insurance (CII) underwriting
In this session you will be introduced to the CI product and focus on the differences between Life and CI underwriting.
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New business and underwriting
April 2, 2024
Topic 1: Introduction to Critical Illness Insurance (CII) underwriting
CE Credit Eligible
Julie Lapostolle
Director of field underwriting
Julie has over 20 years experience in the insurance industry. She began her underwriting career in 2009 at iA, and joined Sun Life in 2012 as a senior underwriter. In 2020 Julie joined the independent channel High net worth new business and underwriting team as director of underwriting. At her role Julie has developed a great partnership with the advisors, and held training seminars helping advisors understand the underwriting process. In 2021, Sun Life created High net worth solutions center, Julie joined the team as Director of field underwriting, dedicated to the success of the development of advisor’s application submissions on complex cases.
Continuing Education Accreditation Chart
| Jurisdiction | Number of credits | Category |
|---|---|---|
| Alberta (AIC) | 1 | A&S |
| British Columbia (ICBC) | 1 | Life and A&S |
| Manitoba (ICM) | 1 | Life and A&S |
| Ontario (FSRA) | 1 | Life and A&S |
| Québec - IQPF | 1 | SFPA |
| Québec - La Chambre | 1 | Insurance of persons |
| Saskatchewan (ICS) | 1 | Life and A&S |
| FP Canada | 1 | Financial |
| IIROC - Cycle 9 | 0.75 | Professional Development |
| MFDA | 1 | Professional Development |
| The Institute (Advocis) | 1 | General |