PRE-CONTRACT FOR LIFE INSURANCE AGENTS AND INVESTMENT – LINKED LIFE INSURANCE (PCIL) TRAIN THE TRAINER (TTT)

Short Course

22 – 23January 2025 | 9.00 am – 5.00pm

18 – 19 February 2025 | 9.00 am – 5.00pm

Registration Deadline: 4 January 2025

Overview

The aim of this program is to:

  • Equip trainers with the fundamentals of class facilitation for the ‘Pre Contract For Life Insurance Agents And Investment – Linked Life Insurance’ subject.
  • Improve the effectiveness of subject delivery by enhancing trainers’ understanding on chapter weight leading to assessment.
  • Provide guidance on the use of standardize presentation slides.

Recommended For

Company In-House Trainers

Learning Format

In-Person Training

PRE-CONTRACT FOR LIFE INSURANCE AGENTS AND INVESTMENT – LINKED LIFE INSURANCE (PCIL) TRAIN THE TRAINER (TTT)

For Inquiries

Sales

+603 2712 8882

Programme Structure

Day 1 – PRE CONTRACT FOR LIFE INSURANCE AGENTS
AND INVESTMENT – LINKED LIFE INSURANCE
(PCIL) Train The Trainer:

THE BASICS OF INSURANCE – PART A

  • Perspectives on Insurance & Risk Management.
  • Fundamental Principles of Insurance.
  • Legislation and Consumer Protection.
  • The Insurance Contract.
  • Law of Agency.
  • Medical and Health Insurance / Takaful Products (MHIT).

LIFE INSURANCE – PART C

  • Legal Provisions Relating to Life Insurance Policies.
  • Life Insurance Products.
  • Life Insurance Premium Rating.
  • Life Insurance Underwriting and Documents.
  • Life Insurance Claims.
  • Code of Practice for Life Insurance Agents.

Day 2 – CERTIFICATE EXAMINATION IN INVESTMENT –
LINKED LIFE INSURANCE (CEILLI)

  • Introduction to Investment – Linked Life Insurance.
  • Mechanisms and Features of Regular Premium Investment – Linked Life Insurance.
  • Disclosure Requirement.
  • Mechanism and Features of Single Premium Investment – Linked Life Insurance.
  • Considerations for Purchasing an Investment – Linked Policy.
  • Investment Considerations.
  • Types Of Investment Vehicles In Investment – Linked Funds And Potential Risks.
  • Common Types Of Investment – Linked Funds, Potential Risks & Fund Management.
  • Pertinent Guidelines On Investment – Linked Business.

Fees

Participation Fee

RM1,000 per pax

Meet The Expert

JASDEEP SINGH

Jasdeep Singh has been in the insurance industry for more than 25 years. He has vast experiences in almost all departments within an insurance organization. He started his career with MBF Insurans Sdn Bhd in 1987 as their Risk Surveyor and moved up quickly to be their Underwriting Manager He subsequently headed their Management Information System Department where he successfully helped to implement Motor and Fire computer system using the state-of-the-art information technology driven by Sybase on Unix.

Jasdeep then moved to join American Home Assurance Company, a subsidiary of American International Group ( AIG) in 1997. Through his creativity and professionalism, he was promoted as the Vice President, Profit Center Manager for Personal Lines Division. He later took on additional responsibilities as their Country Branch Manager.

From 2010, Jasdeep has been focusing on improving the competency level of the industry. He is the author of the textbook used in the Certificate of Asian Institute of (CAii) which has become the preferred certification programme for new entrants into the insurance market. He is also a panel trainer for both the Asean Institute of Finance and PIDM.