Understanding Life Insurance
(WORKSHOP)
WORKSHOP | Insurance Planning
Understanding Life Insurance
OBJECTIVE
Learn how to assess your life insurance needs. Understand the features of the various types of life insurance policies which are term, whole life, endowment and investment-linked policies. Find out about Direct Purchase Insurance (DPI) and learn how to use online portal compareFIRST to compare and select life insurance products.
COURSE OUTLINE
• Understanding term, whole life, endowment and investment-linked products
• Different types of products to meet financial goals
• Reviewing your insurance needs
• Understanding your insurance documents
• Using compareFirst to select a suitable insurance product
• Considerations when meeting your Financial Adviser and knowing your rights
WHO SHOULD ATTEND
• Those who want to understand the types of life insurance products and be able to make informed decisions when choosing suitable products for themselves.
DURATION
3 Hours
OTHER LANGUAGES
Mandarin
Other Related Topics
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