Sales
HRD Training Prog No 10001377329 Date & Time 16 – 17 June 2025, 9.00 a.m. – 5.00 p.m. Registration Deadline 26 May 2025 Learning Format In-Person Training
Overview
In this course, we’ll discuss the concept of Life Underwriting and the roles, responsibilities, and steps involved in the underwriting process. We’ll also discuss how to apply what you’ve learned into practice.
At the end of the programme, participants should be able to:
- Understand the concept of Life Underwriting
- Understand aims of the underwriter, short term and long term
- Understand the factors involved in Risks selection
- Identify type or source of documents to shape the final underwriting decision
- Identify what’s sub-standard/standard or medical and non-medical cases
- Understand on process flow, from date of accepting proposal form until date of final decision making
- Application of theories and concepts learned into practices based on case scenarios
Recommended For
- Employees with less than 2 years insurance experience
Programme Structure
Day 1
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Day 2
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Dates
16/06/2025
Classroom
17/06/2025
Fees
Aii Member Early Bird
Register before 26 May 2024
Single: RM 880 | USD 205
Non-Member Early Bird
Register before 26 May 2024
Single: RM 980 | USD 230
Aii Member Normal Fee
Single: RM 980 | USD 230
Group of 3: RM 830 | USD 195
Non Member Normal Fee
Single: RM 1,080 | USD 250
Group of 3: RM 930 | USD218
*Fees inclusive of 8% SST (Malaysia Sales and Service Tax)
Meet The Expert
ELWIN LAU B.Sc (Hons) (UK), MFP(Aust), ANZIIF(Senior Assoc), ChFC, CFP, RFP and Shariah RFP |
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Elwin has been actively involved in the insurance industry for over 25 years. He has held various positions including as Manager of Underwriting, Branch Head and Head of Operations and Customers Service. A graduate of Bachelor of Science (Honours) and Master in Financial Planning, Elwin is also a Senior Associate of The Australian Insurance Institute and New Zealand Institute of Insurance and Finance (ANZIIF).He currently provides financial planning consultancy to both individual and business owners in the financial services industry. He also serves as Treasurer of the Malaysia Financial Planners & Advisers Association.
Elwin is a certified trainer for The Malaysian Insurance Institute, RFP program and CFP program. He conducts regular training in technical insurance for The Malaysian Insurance Institute (MII) and various other institutions in financial planning for professional examination.
Edwin is a Chartered Financial Consultant (ChFC), a Certified Financial Planner (CFP), Registered Financial Planner (RFP) and Shariah Registered Financial Planner (Shariah RFP).