CPD Accreditation detail

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 3 CPD hours   

CPD Accreditation Number: IOB155

COURSE DESCRIPTION

How to identify upsell opportunities (life cover) by conducting a basic estate liquidity analysis.

The following topics will be covered in this course:

• Terminology when talking with clients

• What is estate liquidity? 

• Cost of an estate

• The process to determine liquidity shortfall

•  Life cover – the solution for liquidity shortfall

•  Downloadable calculation tool

•  Case studies