July 2, 2024
12pm - 1:15 pm ET
1:15 pm - 2:30 pm ET
July 2, 2024
12pm - 1:15 pm ET
1:15 pm - 2:30 pm ET
Topic 1: A Deep Dive on Par Insurance
Topic 2: The Art of Needs-Based Selling: Ensuring Suitability
CE Credit Eligible
A Deep Dive on Par Insurance
Understand the drivers of value within a PAR product with a detailed study of the Sun Life Par Account’s underlying assets. The mechanics of the Par dividend scale interest rate is discussed.
Jurisdictions | # of Credits | Type of Credit |
---|---|---|
Insurance Council of Manitoba (ICM) | 1 | Life and A&S |
Financial Services Regulatory Authority - Ontario (FSRA) Autorité ontarienne de réglementation des services financiers (ARSF) |
1 | Life and A&S |
Chambre de la sécurité financière | 1 | Insurance of persons |
Institut de Planification Financière | 1 | SFPA |
Insurance Councils of Saskatchewan (ICS) | 1 | Life and A&S |
CIRO, Investment Dealer Division (Cycle 10) OCRI, Division des courtiers en valeurs mobilières |
0.75 | Professional Development |
CIRO, Mutual Fund Division OCRI, Division des fonds communs de placement |
1 | Professional Development |
FP Canada | 1 | Product Knowledge |
The Institute (Advocis) - IAFE | 1 | General |
The Art of Needs-Based Selling: Ensuring Suitability
Participants will learn to incorporate needs-based selling practices including appropriate creation and deliver of Reason Why Letter to ensure Fair Treatment of Clients principles are considered and respected. Participants will also receive recommended best practices.
Jurisdictions | # of Credits | Type of Credit |
---|---|---|
Alberta Insurance Council (AIC) | 1 | Life |
Insurance Council of British Columbia (ICBC) | 1 | Life and A&S |
Insurance Council of Manitoba (ICM) | 1 | Life and A&S |
Financial Services Regulatory Authority - Ontario (FSRA) | 1 | Life and A&S |
Chambre de la sécurité financière | 1 | Compliance |
Institut de Planification Financière | 1 | SC |
Insurance Councils of Saskatchewan (ICS) | 1 | Life and A&S |
CIRO, Investment Dealer Division (Cycle 10) | 1 | Compliance |
CIRO, Mutual Fund Division | 1 | Business Conduct (Ethics) |
FP Canada | 1 | Financial Planning |
The Institute (Advocis) - IAFE | 1 | Ethics |
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