Understand Life Insurance

Overview

Life insurance plays an essential role in financial protection by providing individuals and families with financial security in the event of death, disability, or other life events. A clear understanding of life insurance products is therefore critical for professionals who advise clients on financial protection and long-term planning.

This course provides practical knowledge of the principles and structure of life insurance, including policy types, coverage features, underwriting considerations, and the role of life insurance in financial planning.

Through structured online modules, participants develop the knowledge required to understand life insurance products and effectively support clients in making informed insurance decisions.

Who Should Enrol

This course is designed for professionals involved in life insurance sales and advisory services, including:

• Insurance agents and financial advisers
• Bancassurance officers
• Insurance sales professionals
• Customer service teams supporting life insurance clients
• Branch managers and distribution leaders
• Professionals seeking foundational knowledge in life insurance

What You Will Learn

Participants will gain practical knowledge and understanding of:

• The purpose and role of life insurance in financial protection
• Key types of life insurance policies and their features
• Basic underwriting principles in life insurance
• Policy benefits, exclusions, and conditions
• The role of life insurance in financial planning
• Best practices in advising clients on life insurance solutions

Learning Pathway

This course forms part of the IIEA E-Academy Learning Pathway Framework™ for Insurance Agents, designed to strengthen foundational knowledge and advisory capability in insurance distribution.

Certification

Participants who successfully complete the course requirements will receive a Certificate of Achievement issued by the Insurance Institute of East Africa (IIEA).