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Why Endowment policies?

Why an Endowment Logo 1

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