Title |
A COMPREHENSIVE COURSE IN LIFE & CREDIT CARE, PA AND MEDICAL INSURANCE |
Date |
19 – 22 March, 2012 |
Duration |
4 Days |
Level |
Intermediate / Advance |
Time |
9.00 am to 5.00 pm |
Venue |
Seri Pacific Hotel Kuala Lumpur
Jalan Putra
50746 Kuala Lumpur,
Malaysia
Tel (603) 4042 5555
Fax (603) 4041 7236
E-mail: resv@seripacific.com
http://www.seripacifichotel.com
|
Trainer |
1. Mr. Elwin Lau Gak How
BSc (Hons), AAII, CIP, AFPM, CFP, ChFP
|
Key Learning Outcomes |
An overview of life and credit insurance, PA and Medical and Health Insurance and the related exposure to underwriting and claims
- A better understanding of different types of life products
- Understanding of life insurance contract and its provisions
- Gain Knowledge and understand the benefits and functions of PA and Medical and Health Insurance
|
Key Course Content |
Day 1 & 2 : LIFE INSURANCE & CREDIT CARE
Session 1 :
Introduction to Life Insurance & Basic Principles of Insurance
Session 2 :
Types of Life Insurance products
- Term Assurance
- Pure Endowment Assurance
- Endowment Assurance
- Whole Life Assurance
- Critical Illnesses
- Annuities
- Investment Linked Policies
- Credit Care
Sessions 3 :
Classification of Life Insurance
- Ordinary Life Insurance
- Industrial Life Insurance
- Group Life Insurance
Public Liability
- Introduction to Public Liability
- Legal basis of Public Liability
- Coverage specifics
- Underwriting factors and rating consideration / premium
- Claims procedure
- Case study
Session 4 :
Life Insurance Policy
- Types of contracts
- General policy provisions
- Entire contract
- Ownership
- Beneficiary
- Misstatement of Age
- Premium Payment
- Grace Period
- Reinstatement
- Suicide
- Aviation
Session 5 :
Life Insurance Policy
- Non- Forfeiture Values
- Cash Values Option
- Automatic Premium Loan
- Policy Loan
- Paid-Up Reduced Amount
- Extended Term Insurance
- Dividends/Bonuses
Day 3 & 4 : PERSONAL ACCIDENT & MEDICAL AND HEALTH INSURANCE
- Overview of Malaysian Insurance Market
- Market potential of PA insurance
- Definition of PA Insurance Benefits of PA insurance
- Type of coverage, policy provisions and exclusion
- Underwriting, risk factors and premium calculation
- Claims and related documentation
- Case Studies
- Definition of Health Insurance
- The Health Care Players in Malaysia
- Benefit of Health Insurance
- Type of coverage and policy exclusions
- Underwriting and risk factors
- Claims and related documentation
|
Course Fee Per Person |
Fees Category |
|
LOCAL |
INTERNATIONAL |
Single Registration |
RM 2580 |
USD 1200 |
Group Registration |
20% Discount will be given to the fourth and subsequent registration |
