Learning Outcomes :
By the end of this video session, learners will be able to:
- Understand the structure and key features of traditional saving plans, including guaranteed and non-guaranteed benefits.
- Identify suitable client profiles for traditional saving plans based on financial goals, risk tolerance, and time horizon.
- Explain policy mechanics clearly, such as premium payment terms, bonuses, surrender values, and policy duration.
- Position traditional saving plans effectively within a holistic financial plan, balancing stability, discipline, and long-term savings objectives.
