Retirement - Income Generating and Investment Products

This highly interactive workshop provides participants with knowledge and understanding of the role that retirement, investment and income generating products such as annuities, group pensions group health and National Insurance play in the local insurance industry and policyholders (individuals). Participants will also understand how they can provide sound financial advice to prospective and existing clients on their retirement options.

At the end of the session, participants will:

• Become knowledgeable on the role of annuities, group pensions, group health and national insurance play in the local insurance industry and to policyholders.
• Understand the key features and benefits of annuities.
• Understand taxation of annuities including applicable Inland Revenue limits
• Provide sound advice to clients on the best options available for retirement, investment and income generating products.

Mr. Miller holds the designation as a Fellow of the Life Management Institute, Certified Anti-Money Laundering Specialist (CAMS) and Associate in Insurance Regulatory Compliance (AIRC). He has also led the charge as an adept change manager with a leading insurer with special experience in leveraging IT, possesses a highly successful track record in Customer Relationship Management, Strategic Management and Scenario Planning. His qualifications coupled with his unique skill and competencies demonstrate his aptitude as a well-versed lecturer / trainer.   More specifically, his role as a TTII lecturer and trainer has spanned a diverse range of subject areas namely Ethics, Long-term Insurance Business, AML/CFT/CPF, strategic planning. His historical roots run deeply in the TTII, as he also served as President of the Council of Trustees. Regionally, he has held the position of 1^st Vice President of the Association of Insurance Institutes of the Caribbean (AIIC). Not only is Ulric a well-versed subject matter expert, but with over 45 years’ experience, his role in the TTII and as an industry professional, he has been very instrumental in developing and preserving the knowledge landscape for the industry’s human capital. His unwavering dedication to leadership and management is reflected in his service as a member on various state and private boards.