New – Online CE Course: Ensuring a Compliant, Needs-based Insurance sale

When regulators and auditors come knocking on your door, make sure you are prepared. Well documented, needs-based sales evidence may help protect you and demonstrate that you were acting in your clients’ interest. 

Make your next audit a breeze with the tips you will learn in this course and earn CE credits at the same time (AIC, Advocis and ICM credits available only). 

“The Approach” to supporting suitable, needs-based sales
 
The CLHIA recommends six supporting elements to make a suitable, needs-based sale. Equitable^® created this reference presentation, “Ensuring a Compliant, Needs-based Insurance Sale” that leverages The Approach to explain the requirements for each step, along with the documentation to retain in the client file.

Get started now

A few important notes:
● This program is hosted on Teachable: https://equitable-life-education.teachable.com/ 
● Username: Please use your email that you are contracted with.
● Password: Equitable
● Please use Google Chrome to access the courses.



Looking for more CE accredited training courses?

Check out our new individual insurance online learning centre on EquiNet^® to stay up to date on new courses and find out more information on the topics provided. 

Questions?
Contact your local wholesaler.

Are you having trouble logging in?
Email equitablelifemarketing@equitable.ca for assistance.