The spread of the Covid-19 virus and the need for financial stability in light of the various financial crises have affected the increase in the demand for purchasing protection and saving insurance products, which made it necessary for insurance companies to market insurance products that meet the special needs of individuals and companies. Through this program, the participant will learn about protection and savings products with an investment component, the individual and group products so that he can identify the most suitable clients for this type of product and succeed in marketing the most suitable products for those clients. Moreover, he will gain the necessary knowledge for enhancing his understanding of protection and savings insurance underwriting.
At the end of the training program, the participant should be able to:
1 The origin of protection and savings insurance
2 .Protection and savings insurance Definition
3 The difference between protection
1 Premature death due
2 Total and/ or partial disability
3 Aging
1 Protection policies (Only), such as
Temporary P
Family income policy
Increasing value family income policy
2 Protection and savings policies
Children's education policy
Children's marriage policy
Pension plans
Senior employee policy
Mortgage insurance policy
Whole life Insurance
1 Group employee protection policy
2 Group creditors policy
3 Group Pension plans
1 Covering permanent total disability due to accident and/or illness
2 Covering temporary total disability due to accident and/or illness
3 Passive War risk coverage (for non-participants)
4 Medical care costs following an accident
5 Critical illness
6 Repatriation expenses.
1 The individual proposal form
2 The group proposal form
3 Medical checkup form
4 Additional questionnaires
1 Annual income multiplier
2 Outstanding debts
3 Needed for children's education
1 Net premium calculation
2 Commercial premium calculation
Pass the professional exam for Insurance Foundations
Pass the professional exam for Insurance Foundations
Names of the training programs that are integrated (enriched) with the training program:
Names of the training programs that after the training program:
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