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7. Fundamental Principles Of Life
Insurance
|  | | a) | Life Insurance Contracts | | | b) | Insurable Interest | |
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8. Financial Planning And Taxation
| | | a) | Savings and Investment Schemes Like Shares, units, capital markets, mutual funds, etc. vis-a-vis insurance | | | b) | Tax benefits under insurance policies | | | c) | Life Cycle-Needs Including | | | I) Solutions-Matching of the customers needs & requirments to that of teh products available | | | II) Comparison between different products offered vis- a-vis premium chargeble, coverage, etc | |
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9. Insurance Salesmanship
| | | a) | Introduction | | | b) | Selling Process | | | c) | Pre-Approch | | | d) | Interview | | | e) | Objections | | | f) | Closing | | | g) | Service | | | h) | Consumer Education | | | i) | Consumerism in Insurance | |
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10. Computaion Of Premius/Bonuses
| | | a) | What is Premium ? | | | b) | Premium calculation including rebates- mode rebates,large sum assured policies rebate | | | c) | Extra Premium, rider premiums | | | d) | Computation of benefits-Surrender value, Paid up Value etc. | |
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11.Insurance Documents
| | | a) | Insurance Documents including Proposal forms and other relevant forms | | | b) | First Premium Receipt/Renewal Premium Receipt | | | c) | Policy Contract | | | d) | Endorsements | | | e) | Renewal Notice/Bonus Notices | | | f) | Other Insurance Documents | |
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12. Life Insurance Products
| | | a) | Traditional / Unit Linked Policies | | | b) | Indivisual and Group Policies | | | c) | With Profit and Without Profit Policies | | | d) | Different types of insurance products - whole life products,interest sensitive products,Term Assurance,Annuities,Endowment Assurance etc. | | | e) | Insurance Products for Female, Children Etc. | |
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