Life Insurance and Pension Products

Reference:

Technical training

General Financial Services

Webinar

Incompany

1 day

As the money available for public pensions decreases, private investors are attempting to protect their futures by investing in life insurance and retirement plans. This trend has been a boon for insurance companies, which have been innovative in developing new products that address the needs of investors. But the wide range of "life" and pension products offered today is often difficult for investors and financial service professionals to understand. This course describes the details of the life insurance and pension products that are common in today's markets.

Course Content

The "Pension Time Bomb" and the "Three Pillars" for pensions
Development of the international life insurance and pension industry
Types of life insurance and pension products
The work of actuaries
Structure and parties of a life insurance policy
Lifecycle of a life insurance policy
Investment management for life insurance and pensions
Bancassurance and Privatbancassurance
Investment risk and compliance
Regulatory and fiscal issues impacting life insurance and pension products in Europe
Trends impacting the future of life insurance and pension products

Target Audience

People working in the insurance sector; anyone working in financial services who needs to understand life insurance and pensions.