Topic
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Sub-topic
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Introduction to Insurance
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- History of Insurance
- What is Insurance?
- How Insurance Works
- Law of Large Numbers
- Re-insurance
- Risk Assessment and Insurance
- Principles of Insurance
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Goal Planning
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- Goal Identification
- Ascertaining the right coverage
- Need Analysis Method
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Insurance Products and Features
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- Types of Insurance Products
- Term Plan
- Endowment Policy
- Endowment Policy : Types of Bonuses
- Endowment Policy Types
- Child’s Life Insurance
- ULIP
- Pension Plans
- Personal Insurance
- Riders
- General Insurance
- Exclusions
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Life Insurance Solutions and Suitability
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- Personal : Protection Planning
- Personal : Goal-oriented
- Personal : Wealth creation
- Personal : Retirement Planning
- Personal : Married women Property Act
- Life Insurance Solutions :Business
- Business Insurance Solutions : Employer Employee Solution
- Business Insurance Solutions : Keyman Insurance
- Insurance Suitability Parameters
- MFs vs ULIPs
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