FIT AND PROPER COACHING & TUTORIALS


PRIVATE COACHING &  TUTORIALS :

ON LIFE & HEALTH INSURANCE PRINCIPLES, PRODUCTS, VALUATION, OPERATIONS & FINANCE PERFORMANCE

tandika1
tandika2

Description               

This private coaching has been designed to provide the important and significant basic principles and knowledge of life and health insurance for a potential commissioner and/or director as a preparation to undergo the Fit and Proper test requirement of the OJK in Indonesia.

 Duration              

6 Live Webinar Sessions at 2 hours per session
1. Concept of Risk & Risk Management
2. The Indonesian Life Insurance Industry: Competitor Landscape
3. The Insurance Contract
4. The Legal Reserve System
5. Pricing Life Insurance Products
6. Embedded Values in Valuation of Insurance
1. Term Life
2. Whole Life Insurance
3. Endowment Insurance
4. Special Product: Unit Link
5. Riders: Accidental Benefit, Waiver of Premium Benefits, others
6. Employee Benefits
1. Hospital Coverage
2. Riders: Critical Illness, Hospital Cash Plan (Allowance), others
1. Overview of Underwriting & Special Issues
2. Overview of Claims and Claims Management
3. Fraud in Insurance
4. Overview of Finance – Cash Flow Management (Liquidity) & Investment
5. Issues on Profitability and Solvency and the RBC
1. Overview of Bancassurance Worldwide & Indonesia
2. Competitor Landscape in Indonesia
3. Bancasssurance Models
4. Bancassurance Products
5. Issues in Bancassurance

Coach/Instructor             

  • Vincent E. M. de Leon, FLMI, AFSI, PCS

  • Angela T. de Leon, FLMI, AFSI, ACS, AIAA