Assessing Your Insurance Needs

Assessing Your Insurance Needs

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Free

Date and time

Location

Online event

Assessing Your Insurance Needs

About this event

OBJECTIVE

Learn how to use a life insurance calculator to assess how much coverage you need and the considerations when selecting suitable products. You will also learn how to use online portal compareFIRST to compare and select life insurance products.

COURSE OUTLINE

• Reviewing your insurance needs

• Choosing suitable insurance products to meet your needs

• Direct Purchase Insurance (DPI)

• Using compareFIRST

WHO SHOULD ATTEND

• Those who want to understand the types of life insurance products and be able to make informed decisions when choosing suitable products for themselves.

About Our Trainer

Trevor Tan

Trevor is a Certified Financial Planner with more than 15 years of experience in the financial services sector. He has served more than 250 clients from all walks of life in an effective and objective manner by helping them identify and achieve their financial goals. He also served the needs of more than 10 organizations ranging from Multi-national Corporations to Small & Medium Enterprises over the years.

He enjoyed his role as Moderator for the Life Underwriters Training Council by engaging professionals through case studies to create an active learning environment. Through the planning and preparation of lessons and discussion topics, he actively encouraged participation in group discussions.

As the Executive Director of a community-service organization, he had the opportunity to work with the less-privileged and understand the struggles and challenges they face.

Trevor holds a BSc Business Administration (Finance & Marketing), a Diploma in Life Insurance and the CFP certification.

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