Description
The session will enable participants to differentiate between the main types of life insurance policies and how these could be used as an alternative investment vehicle such as retirement planning.
Course Topics
Learning Objectives
Target Audience
Anyone who intends to purchase life cover for peace of mind, considering an alternative investment and those who wish to benefit from the current incentives available on Personal Pension Plans.
Assessment Questions and Answers
In line with MFSA requirements, a short multiple-choice assessment will be provided by the trainer towards the end of the session. A Certificate of Attendance will be awarded to all students who attend the CPD (duration will be included on certificate). A Certificate of Achievement will be awarded to those who sit for the assessment and are successful (pass mark 60%).
Tonia joined a local bank in 1985. Initially pursuing banking studies, she steered her career path by focusing on life insurance studies, anticipating the opportunities that would become available with the introduction of bancassurance. She spent 13 years within the Bancassurance section of the bank, eventually taking over the organisation and delivery of training programmes leading to the licensing of bancassurance authorised representatives. The role entailed acting as a bancassurance ambassador for the bank, through media interviews and delivery of Investor Education Programmes. Following a short term deployment as a branch manager, she was selected to lead the bank’s Customer Issues Unit. She currently leads the bank’s Bancassurance Unit.
