• Post category:StudyBullet-6
  • Reading time:4 mins read


Pass the LLQP exam in the smart way!

What you will learn

Study the Life insurance module of the Life License Qualification Program

Accident & sickness, disability, critical illness

Segregated funds, investments, retirement planning, taxation

Ethics, contracts, and legal issues

Description

Following topics are covered in this course:

The first chapter describe the risk of death on a family or a business. Chapter 2 talks about term life insurance, which is a type of insurance that has an end date. Chapter 3 describes whole life and term 100 types of permanent insurance. Chapter 11 describes how to undertake a needs analysis to determine the right type of insurance and chapter 12 has detail about ongoing service and the agent’s role.

For the FULL VIDEO COURSE for LLQP, contact us

Full course includes all of the above and the following:


Get Instant Notification of New Courses on our Telegram channel.


Chapter 4 talks about universal life, investment products. Chapter 5 describes riders and supplementary benefits of life insurance. Chapter 6 is a description of the group life insurance. Chapter 7 describes taxation issues in life insurance. Chapter 8 is business life insurance, Chapter 9 describes the process of applying for life insurance and how the insurance company evaluates it using the underwriting standards. Chapter 10 assesses the client’s situation.

The videos are narrated with PDF summary slides that describe the topics in an easy-to-understand manner. The reference book is 307 pages and has a lot of detail. This summary of the course focuses on the main aspects which are expected in the exam, as well as the knowledge which is required to provide clients with a high level of knowledge and experience.

Disclaimer:

The trade-marks AFP, BCO, CSI, CSC, CPH, DFOL, FP1, FP2, FPSU, IFC, NEC, OLC, PFP, PFSA, WME, Wealth Management Essentials, Branch Compliance Officer, Canadian Securities Course, Conduct and Practices Handbook Course, Investment Fund in Canada, New Entrants Course, Wealth Management Essentials, Personal Financial Services Advice Reading, Financial Planning 1, Financial Planning 2, Financial Planning Supplement, Applied Financial Planning, and Personal Financial Planner are owned by the Canadian Securities Institute (CSI®). The Canadian Securities Institute (CSI®) does not sponsor, license or necessarily recommend these notes and study material for any of its courses. Dazia Consulting Inc. is an independent supplier of educational services. Exam preparation materials are not sponsored by any other industry organization.

English
language

Content

Life Insurance

Ch 1&2 : Intro to Life insurance & Term insurance
Ch. 3: Whole Life and Term insurance
Ch. 4: Universal Life
Ch. 4,5,6: UL, Rider & supplements, group life insurance
Ch. 7 Taxation of life insurance (part 1)
Ch 7 Taxation of life insurance (part 2)
Ch 8 Business Life Insurance
Ch 9 Life insurance application & underwriting
Ch. 10 Assess client needs
Ch 11 How to undertake a needs analysis for life insurance
Ch 12 Agent role and ongoing service