Medical Underwriting Preparation
By Dynacare Insurance Solutions
Advisors will learn best practices when completing a client’s application and preparing the client for a paramedical exam.
Advisors will gain the knowledge to:
- properly complete an application by learning the correct information to collect and the right questions to ask
- effectively prepare an application for an underwriter to review
- effectively prepare their client for a paramedical exam and ensure they get the best results
Not available in Quebec or Alberta
Accreditation Details
Accreditation body
Competency
Credits
The Institute/IAFE
Financial Planning
1.00
Practice Management
--
Product Knowledge
--
ICM
General Insurance
--
Life Insurance
1.00
Adjuster
--
ICBC
Accident and Sickness
--
General Insurance
--
Life Insurance
1.00
FSRA
Life and/or A&S
1.00
