Understanding Assuris Protection – for Financial Advisors

By Assuris with CE Corner

As a financial advisor, part of helping your clients build their overall financial plan includes a discussion about insurance options. It is also important to help them become informed consumers by advising them of the protection provided by Assuris.

This CE module explains how Assuris protects policyholders, should a member life and health insurance company fail. It also explores different “real-life” scenarios so you can reassure your clients and give them peace of mind.

Understanding Assuris Protection – for Financial Advisors

Accreditation Details

Accreditation body
Competency
Credits

ICM

Life Insurance

1.00

General Insurance

--

Adjuster

--

IIROC Cycle 9

Professional Development

1.00

Compliance

--

The Institute

Product Knowledge

--

Practice Management

--

Financial Planning

1.00

FP Canada

Practice Management

--

Professional Responsibility Credits

--

Product Knowledge Credits

--

Financial Planning

1.00

Alberta Accreditation Committee

Life Insurance

1.00

CSF

Matières générales

--

Insurance of persons

--

General subject

1.00

Courtage en épargne collective

--

Assurance de personnes

--

Course Type:

Web Link

Passing Grade:

17/20 (85%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER