Course Curriculum

1.0 CE Credit - approved in AB, SK, MB, BC, ON, QC

  1. Mastering Client Communication & File Documentation for Life Licensed Agents

  2. A: Course Orientation

  3. B: Importance of Client Communication

  4. C: Documentation Client Transactions

  5. D: Importance of Proper Documentation

  6. E: Conclusion

What You’ll Learn

  • What regulators and insurers expect to see in compliant client documentation

  • How to properly document client decisions, declines, and changes

  • Common communication breakdowns that lead to E&O claims and how to avoid them