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Serving Clients Through Needs-Based Sales Practices - Training Module

Release Date: 06/06/2017
Staff Reference: Justin Glinski


When a consumer is considering the purchase of a life or health insurance product, it is important that they have good information about the product, how it meets their needs, the company offering the product and the advisor and the advisor’s business relationships.

This training module focuses on the needs-bases sales practices described in the CLHIA reference document The Approach.

This module was developed in cooperation with Advocis, the Independent Financial Brokers of Canada and the Canadian Association of Independent Life Brokerage Agencies.

Adherence to these disclosure practices supports the principles for managing conflicts of interest adopted by the Canadian Council of Insurance Regulators (CCIR).