[Udemy] LLQP Life Insurance – Segregated Funds & Annuity (Canada)

August 22, 2022 Finance & Accounting

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What you’ll learn

Preparation for the Segregated Funds & Annuity module of the Life License Qualification Program.
Segregated funds
Annuities
Investments

Requirements

Fundamental math (proportion, fraction, decimals)

Description

The primary chapter describes fundamental ideas of funding, financial savings ideas, and funding goals. Chapter 2 talks about segregated funds, which is a kind of insurance coverage that’s supplied by life insurance coverage corporations. Chapter 3 describes annuities, which s a product the place a consumer can deposit some cash to an insurance coverage firm and get an earnings from the deposit. Chapter 4 talks concerning the investor profile. We evaluation the Authorities pensions akin to OAS, and CPP. We perceive registered pension plans. Private financial savings plans akin to RRSP, RESP, TFSA and RDSP are additionally understood. Chapter 5 describes segregated funds and annuity suggestions steps. Chapter 6 critiques the segregated fund contract. Chapter 7 is about annuity contracts. Chapter 8 is is group retirement and funding plans.