Understanding Life Insurance Investment Funds

Intermediaries should be able to analyse the various fund options offered by the various insurers and their respective performances. By the end of the workshop, participants will possess the knowledge and skills necessary to effectively analyse life insurance investment funds, compare them with other market options, and provide informed advice to clients, thereby enhancing their professional expertise in the insurance industry.

 

At the end of the session, participants will be able to:

1. Understand the concept and purpose of life insurance investment funds.
2. Analyse various fund options offered by insurers and evaluate their performances.
3. Understanding fund structures and features and evaluate fund performance metrics.
4. Compare life insurance investment funds with other market options.
5. Provide informed advice to clients regarding life insurance investment funds.

Robert is an entrepreneurial business leader with a special interest in financial literacy and its role in economic development. He is passionate about the quality of governance and leadership within local and regional organizations. He holds a Bachelors of Business Administration (Finance and Marketing) with Distinction, from the University of New Brunswick, and an MSc in International Finance from the Arthur Lok Jack Global School of Business, UWI. He is an educator with 20 years’ experience teaching and training locally and internationally. Robert holds the position of Sales Manager at a local multi-line insurance group, and is also a member of faculty attached to the Accounting and Finance Department at a leading tertiary-level institution, where he functions as lecturer, corporate training facilitator, second examiner and consultant course writer. He is owner and principal consultant of a strategic business consulting practice.