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Certicate
Examination in Investment-Linked Life Insurance (CEILLI)
• an entry requirements for all those who intend to sell
investment-linked life insurance policies.
• to ensure that all persons who intend to market investment-linked life
insurance policies attain a
minimum level of technical competency.
• for those who intend to pursue a career in insurance in particular
investment-linked life
insurance.
• an induction programme for those entering the world of
investment-linked life insurance.
Objectives
• To introduction the nature of investment-linked life insurance.
• To provide a fundamental of the technical, taxation and other aspects
of investment-linked life
insurance including the appropriate understanding of
investment-linked life insurance products
selling.
• To instill a sense of social and professional responsibility in those
selling investment-linked life
insurance products.
• To create an awareness of the importance of insurance in the economy
and the significance of
the social function of insurance and the role of the the
agents in briging about these objectives.
Course
content
1. Introduction to Investment-linked Life Insurance
2. Key Considerations in Investment
3. Types of Investment Assets
4. Investment-linked Life Insurance Product - A World Scenario
5. Definitions, Characteristics and Types of Investment-linked Life
Insurance
6. How do Investment-linked Life Insurance Products Work?
7. Investment-linked Funds
8. Benefits and Risks of Investing in Investment-linked Funds
9. Comparison Between Investment-linked and Traditional With-Profit Life
Insurance Products
10. Taxation and Law Covering Investment-linked Life Insurance
11. Marketing, Sales Process and After-Sales Service. Ethics and Code of
Conduct.
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