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Compliance Toolkit
$47.95There are an ever-increasing number of cases in which clients accuse life agents of not exercising their ethical duty.
Lawyers have been quick to come to the aid of these clients and have found a lucrative pool of clients who claim underinsurance, failure to deliver the policy, and improper replacement, amongst other cases. Forms are provided. Includes downloadable forms.
Format: Online
No. of Pages: 60 pages
BC CE Credits: 4
AB CE Credits: 3 Life, 1 A&S
SK CE Credits: 4 hours
MB CE Credits: 4 hours ***
ON CE Credits: 4 hours
CFP®: 4
*** Entry of CE for the same course more than once may be permitted on an exception basis only. If an agent wishes to claim credit for a course more than once, the agent must contact Council for prior approval and provide written reasons. This review is subject to the individual course review fee of $50. Please refer to https://www.icm.mb.ca/files/Renewal_2018/Renewal_2018/FAQs_for_website_for_renewal_-_updated_March_2018.pdf for more information.
