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Campus
Duration
2.5 Days
Credential Awarded
A&S Certification

Program Learning Outcomes

Accident and Sickness — recommend individual and group accident and sickness insurance products adapted to the client’s needs and situation.

  • Assess the client's needs and situation
    • Determine the client's situation
    • Assess the appropriateness of the client's existing coverage in regards to his or her situation
    • Articulate the client's needs based on the risks that could affect his or her financial situation
  • Analyze the available products that meet the client's needs
    • Analyze the types of contract that meet the client's needs
    • Analyze the riders that meet the client's needs
  • Implement a recommendation adapted to the client's needs and situation
    • Consider the impact of underwriting criteria as they apply to the client's situation
    • Propose a recommendation adapted on the client's needs and situation
    • Confirm the requirements that must be met to implement the recommendation
  • Provide customer service during the validity period of the coverage
    • Validate the appropriateness of contract amendment, renewal and termination application in regards to the client's situation
    • Inform the claimant of the claims process

Ethics and Professional Practice — develop an ethical professional practice in compliance with the rules governing the life insurance industry.

  • Integrate into practice the legal aspects of insurance and annuity contracts
    • Delimit the legal framework governing life insurance
    • Characterize the parties involved in the contract
    • Contextualize the rules relating to the contract's formation, taking effect, reinstatement and termination
    • Explain the main provisions and clauses of an insurance or annuity contract
    • Integrate into practice the rules relating to beneficiary designation and exemption from seizure of benefits
    • Contextualize the rules relating to claims and the payment of benefits
  • Integrate into practice the rules governing the activities of life insurance agents
    • Explain the role of the organizations that protect clients
    • Integrate into practice the obligations and responsibilities of life insurance agents