An Intensive 5-day Training Course
Fundamentals of Life Insurance and Retirement Savings
Protect and Empower the Financial Capacity of People
Course Introduction
This training Course deals with financial hazards threatening our beloved ones and our wealth, stemming from unforeseen situations such as an accident, or a dread disease. Financial uncertainties, and many more. Private Life Insurance seems to be appropriate to care for our retirement years, and even more so in the current downturn of the Social Security systems to meet our desires and our needs for a retirement life with financial stability.
Life insurance is used as the means of people to achieve financial stability throughout their lives. 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.
The purpose of this OXFORD Management Centre training program is to provide the appropriate techniques to offer each participant the knowledge and skills needed for more effective work, and to suggest the necessary adjustments required in behavior, towards greater efficiency.
Objectives
By the end of this training course, delegates will be able to:
- An understanding of Life Insurance Needs
- Explanation of the coverage, limits, and exemptions of various Life Insurance Plans
- Description of the plans and supplements included in the Life Insurance Policies
- Overview of the Financial and Insurance Planning Process
- Discrimination of Life Protection Products
- Realization of the Investment Products
Who Should Attend?
This training course is suitable to a wide range of professionals but will greatly benefit:
- Sales of Insurance
- Marketing of Insurance
- Client Service Departments
- Call centers and are prospecting life insurance clients
- Employees working in the underwriting, claims handling, and compliance department
- Bank employees who sell insurance together with banking products
Course Outline
Day One to Day Five
- Life Insurance Underwriting procedures and Claims
- Personal Protection Needs of Life insurance
- Personal Requirements for Systematic Savings
- The Financial and Insurance Planning Process
- Term and whole-life Insurance Types and uses
- Supplementary Benefits of Life Insurance
- The Personal Accident Plan
- The Medical Expenses and Health Insurance
- Investment Products – Unit linked and universal policies
- Group Life and Professional Insurance Plans
Certificate
On successful completion of this training course, Oxford Management Centre Certificate with eligible Continuing Professional Education credits (CPE) from National Registry of CPE Sponsor will be awarded to the delegates
Accreditation
In association with
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FREQUENTLY ASKED QUESTIONS
Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:
- Telephone: +971 50 985 0174
- E-mail: info@oxford-management.com
Yes, Oxford Management Centre is accredited by the following professional bodies;
National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.
Yes, discounts are available. For further information please call +971 50 985 0174 or email, info@oxford-management.com
Note: Discounts are not applicable with any other special offer that may be available.
All course bookings made through Oxford Management Centre are non-refundable. By registering for a course, you acknowledge and accept that fees are payable in full and are not subject to refund under any circumstances, including but not limited to participant dissatisfaction, changes in personal or professional circumstances, or partial attendance.
Oxford Management Centre reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Full details of each course – including objectives, target audience, and content – are clearly outlined prior to enrolment, and it is the responsibility of the delegate to ensure suitability before booking.
There are 2 easy ways to register:
- Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
- E-mail: Send your details to info@oxford-management.com
We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.
For more information request, email info@oxford-management.com or call +971 50 985 0174.
The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.
While, online training fees cover the course presentation and digital documentation and relevant materials.
The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.
Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.
Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.
Upon receipt of your registration form, we will send you the following by e-mail:
- Registration Confirmation
- Invoice/Receipt (where appropriate)
If you register online you will receive an e-mail within 24 hours confirming your registration.
