Become a trusted advisor by understanding the client need for various types of life insurance products: life, critical illness, disability, extended health, long term care, and business life & disability insurance.
Students must pass the final exam before a certificate will be issued.
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Earning his MBA in the UK, Adam holds many professional designations in finance to include: CSC, BCO, IFIC, LLQP, PFP, CPH, Real Estate and more. Starting his career working for large financial institutions like Sun Life, Edward Jones, Scotiabank, and others, Adam followed his passion for education and moved on to teach life insurance and other financial certifications at various colleges in Ontario.
Now at PNC Learning, Adam helps us with our instructional design and LLQP pre-licensing and CE training.
Life Insurance Needs Analysis Video
Needs Analysis Quiz