Has discount
❌
Made in
English
Last updated at
Sat, 11-Jul-2026
Level
Intermediate
Total lessons
20
Total duration
00:00:00 Hours
Number of reviews
0
Total enrolment
2
Avg rating
Short description
Move beyond policy selling and learn how to protect what truly matters to a client. Practical learning to identify protection gaps, calculate insurance needs, recommend suitable solutions, support claims, and plan for family continuity with confidence.
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Requirements
- No minimum educational requirement, but a bachelor’s degree can be beneficial
- A background in insurance, banking, financial planning, wealth management, investment distribution, or other BFSI roles can help learners relate the concepts to real client situations.
Outcomes
- Understand the difference between policy selling and protection advisory
- Identify client responsibilities, risks, and hidden protection needs
- Assess existing insurance cover and find protection gaps
- Calculate life insurance needs using practical methods
- Evaluate health, critical illness, accident, and disability protection needs
- Match insurance recommendations with client needs and affordability
- Read policy benefits, exclusions, conditions, and limitations
- Compare insurance products based on suitability rather than popularity
- Handle client objections and explain recommendations in simple language
- Understand the importance of disclosures and correct documentation
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