Curriculum
- 5 Sections
- 42 Lessons
- 1 Day
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- Introduction to Risk & Insurance19
- 1.1Basic concepts of Insurance
- 1.2Insurance Contracts
- 1.3Defining Risk – Pure vs. Speculative Risk
- 1.4Defining Risk – Characteristics of insurable risk
- 1.5Fundamental Principles & concepts
- 1.6Approaches to Risk Management
- 1.7Sharing Risk
- 1.8Transferring Risk
- 1.9Avoiding Risk
- 1.10Reducing Risk
- 1.11Assuming Risk
- 1.12Insurance Policy Participants
- 1.13Insurance Policy Provisions
- 1.14Declarations
- 1.15Insuring Agreements
- 1.16Exclusions
- 1.17Conditions
- 1.18Definitions and Miscellaneous Provisions
- 1.19Ownership of Insurance Company
- Foundation Course to Insurance (Life & P&C)9
- 2.1Principles of Insurance: Life Health and Annuities
- 2.2Insurance Lines of Business
- 2.3Products design overview
- 2.4Long Term Care
- 2.5Dental Insurance
- 2.6Property and Casualty Insurance (General Insurance)
- 2.7Life & Annuity
- 2.8Types of Annuities (Single, Flexible, Fixed, Variable, Deferred, Immediate, Qualified & Non Qualified
- 2.9Reinsurance
- Company Operations-Insurance3
- Insurance Operations and Management Overview5
- 4.1Policy Servicing – Withdrawals, Asset Transfers & Rollovers, Surrenders
- 4.2Endorsements , Customer Correspondences & Communications
- 4.3Securities & Basics, Basics of Suitability & Regulations, Risk & Regulations in Securities
- 4.4Fiduciary Rule-Background, DOL fiduciary rule changes, Exemptions in DOL, Impacts of DOL Fiduciary Role on IT, Operations, Servicing
- 4.5Rollovers, New Business, Recent changes & Way forward
- Case Studies6
- 5.1Customer Touch points, Client Onboarding & Enrollments, Underwriting Requirements and Communication, Benefit Payments & Payout Options
- 5.2Planning & Need analysis Trends, Advisory Trends, Servicing Trends, Customer Retention, Improving Customer Service
- 5.3Operations structure of an Insurance Company
- 5.4Technology Set Up for an Insurance Company
- 5.5Insurance Agent Role Play (Selling Insurance )
- 5.6Claims Experience of an Insurance Customer