LI513-15
Life insurance distribution (NZ)
Covers the skills required to create and document a life insurance product distribution plan. Students learn how to action a distribution plan within established parameters, developing marketing tools within budget, and measuring ongoing results to inform the strategic reviews.
What you'll learn
- determine business objectives
 - define markets and targeted customer needs
 - determine appropriate products and services
 - identify and select distribution channels to achieve strategic goals
 - determine and establish enterprise structures
 - establish performance measures
 - document a distribution plan
 - satisfy human resources requirements
 - provide technology requirements
 - provide infrastructure needs
 - provide marketing services
 - provide administrative and ancillary services
 - provide customer services.
 
Competencies
- FNSILD501 Prepare a distribution plan
 - FNSILD503 Establish services to provide advice
 - FNSILD504 Implement and manage the distribution plan
 
Online Assignment
- Pass Grade: students must be assessed as competent in all assignment questions
 
Online Exam
- Pass Grade: 50%
 - Duration: 120min