Underwrite Complex Life Insurance Risks
Course Overview
This course describes the skills and knowledge required to apply complex risk assessments to the underwriting of a life insurance application.
The course applies to individuals who use specialised knowledge to assess risk and make decisions, within the level of delegated authority in the life insurance industry.
Learning Objectives
On completion of this course, you should be able to:-
- Identify non-routine, complex aspects of a life insurance risk
- Review and interpret risk information
- Complete and document a risk assessment in accordance with
- Organisational processes and procedures
- Explore the underwriter’s scope of authority
- Determine the appropriate approach to take regarding the risk and
- Establish terms, conditions and premium of contract.
In the course of this learning, you will need to refer to a number of resources. You can access these documents as you go through the course.
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