Learning Outcomes :
By the end of this video session, learners will be able to:
- Understand the concept and purpose of single premium insurance products and how they fit into different financial planning strategies.
- Explain the Insurance Bell Curve concept and use it to assess a client’s current insurance coverage adequacy.
- Identify opportunities for policy review and optimization, including underinsured, overinsured, and mismatched coverage scenarios.
- Confidently initiate policy review conversations using structured questions to reposition themselves as trusted advisors rather than product sellers.
