Learning Objectives:
  • State other insurance markets available besides individual life insurance
  • State opportunities available for Corporate Insurance
  • Explain common corporate risks encountered by corporations and use of insurance to mitigate these risks
  • Conduct a presentation to business owners on the 4 needs of business owners
  • Design total solutions for their clients with regards to financial planning and business insurance
Course Outline:
  • Introduction to corporate risk management
  • Critical success factors of business
  • Common business problems faced by business owners
  • Types of risk
  • How corporation handle risks
  • The 4 needs of business owners
  • Corporate risk management fact finder
  • Presentation of the 4 needs to business owners
  • Practical case study on the relevant of corporate risks to financial advisors
  • Sales cycle of the 4 needs
  • Identifying potential prospects
  • Prospecting track
  • Handling Objections
  • Compliance and administration requirement

LIA CPD Hour: 12 hours (50% Knowledge, 50% Skills)