Why Endowment policies?
CPD Accreditation detail
Professional Body: IOBSA
CPD hour allocation: CPD Hours (online learning): 2 CPD hours
CPD Accreditation Number: IOB170
In this course we look at the many features and benefits that make an endowment policy an investment option to consider. We match the features and benefits to the most suitable client so that an advisor can easily establish whether this is the best saving solution for the client.
The following topics will be covered in this course:
• Legal structure of an endowment policy
• Features of typical endowment policies
• Benefits for the client when saving, using an endowment policy
• Most suitable clients
• The least suitable clients