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