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Courses/Insurance/Commercial Insurance

Managing Market Based Investment Contracts

Master the complexities of market-based insurance products and enhance your financial advisory skills.

Created byPro Seminars
5.0
(1 reviews)
BeginnerUpdated Mar 9, 2025
Managing Market Based Investment Contracts

What You'll Learn

check_circleUnderstand the historical context and factors driving the shift to market-based insurance products
check_circleCompare and contrast market-based products with traditional life insurance
check_circleAnalyze the features, advantages, and risks of universal life insurance
check_circleApply compliance requirements and ethical considerations in selling market-based products
check_circleAssess client suitability for variable insurance products
check_circleDevelop effective portfolio allocation strategies for variable product investments

About This Course

Dive deep into the world of market-based investment contracts in the insurance industry. This comprehensive course covers the evolution of insurance products, key features of market-based offerings, and regulatory compliance. Topics include: historical context and changing consumer needs; universal life insurance as a market-based product; duty of care and compliance requirements; investment divisions and portfolio allocation strategies. Ideal for insurance professionals and financial advisors looking to expand their expertise in modern insurance products.

Your Instructor

Pro Seminars
Pro Seminars

We will continue to provide high quality education, training and materials at the lowest price possible in Canada

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star237 reviews

Pro-Seminars was started by Tom Miller and Alex Nicholson in 1998. Sadly, Tom passed away in 2020, but the legacy he created continues today with Alex and Tom’s son-in-law, Adam Wyrcimaga, carrying it forward. Pro-Seminars is an all-Canadian company based in beautiful Beamsville, Ontario. It is a leader in its field, specializing in continuing education and training designed specifically for Insurance and Financial Services Professionals. Since 1998, Pro-Seminars has presented in cooperation with many Financial Services companies across Canada, offering convenient, comfortable, and high-quality professional development through Continuing Education Conferences, webinars, 47+ self-study courses, and a wide range of training programs. These courses and seminars are conducted across Canada, as well as through a National Conference held annually. Pro-Seminars utilizes many seasoned, experienced, and professional educators and trainers from financial services and insurance companies, all committed to maintaining the highest educational and ethical standards to best serve their clients and prospects. Continuing Education Credits earned by using any Pro-Seminars service are valid across Canada, regardless of where the credits were attained, through the many provincial reciprocal agreements in place. Alex Nicholson / Co-President E: alex@pro-seminars.com, Adam L. Wyrcimaga / Co-President E: adam@pro-seminars.com

Credit Information

What Students Are Saying

5.0
Student's Choice
1 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.