Foundation in Life Underwriting

9:00 AM – 5:00 PM | 19 & 20 June 2024 | 14 CPD Hours

Registration Deadline: 16 June 2024

Overview

In this course, we’ll discuss the concept of Life Underwriting and the roles, responsibilities, and steps involved in the underwriting process. We’ll also discuss how to apply what you’ve learned into practice.

Recommended For

  • Employees with less than 2 years insurance experience

Learning Format

  • In-Person Training

Learning Outcome

  • Understand the concept of Life Underwriting
  • Understand aims of the underwriter, short term and long term
  • Understand the factors involved in Risks selection
  • Identify type or source of documents to shape the final underwriting decision
  • Identify what’s sub-standard/standard or medical and non-medical cases
  • Understand on process flow, from date of accepting proposal form until date of final decision making
  • Application of theories and concepts learned into practices based on case scenarios

Foundation in Life Underwriting

Programme Structure
Intake
Fees
Meet The Expert
Additional Information

For Inquiries

Sales

+603 2712 8882

Programme Structure

Day 1

  • Introduction to Basic Life Underwriting
  • Who is the underwriting personnel?
  • What is their authority and approaches?
  • The Principle of Risks Selection
  • The Tools of Underwriting
Day 2

  • The Classification of Underwriting
  • The Underwriting Process
  • Case Study 1
  • Case Study 2

Intake

19/06/2024

Two-Day Short Course

Fees

Early Bird (Member)

Single: RM980 | USD230

Register before 5 June 2024

Early Bird (Non-Member)

Single: RM1,080 | USD250

Register before 5 June 2024

Normal Fee (Member)

Single: RM1,080 | USD250

Group of 3: RM930 | USD218

Normal Fee (Non-Member)

Single: RM1,180 | USD272

Group of 3: RM1,030 | USD240

*Fees inclusive of 8% SST (Malaysia Sales and Service Tax)

Meet The Expert

ELWIN LAU
B.Sc (Hons) (UK), MFP(Aust), ANZIIF(Senior Assoc), ChFC, CFP, RFP and Shariah RFP
Elwin has been actively involved in the insurance industry for over 25 years. He has held various positions including as Manager of Underwriting, Branch Head and Head of Operations and Customers Service. A graduate of Bachelor of Science (Honours) and Master in Financial Planning, Elwin is also a Senior Associate of The Australian Insurance Institute and New Zealand Institute of Insurance and Finance (ANZIIF).

He currently provides financial planning consultancy to both individual and business owners in the financial services industry. He also serves as Treasurer of the Malaysia Financial Planners & Advisers Association.

Elwin is a certified trainer for The Malaysian Insurance Institute, RFP program and CFP program. He conducts regular training in technical insurance for The Malaysian Insurance Institute (MII) and various other institutions in financial planning for professional examination.

Edwin is a Chartered Financial Consultant (ChFC), a Certified Financial Planner (CFP), Registered Financial Planner (RFP) and Shariah Registered Financial Planner (Shariah RFP).

Additional Information

REGISTRATION POLICY

  • Registration can be done via online at www.mii4u.org/ilms/user/login
  • As the maximum intake is limited to 25 pax per course, registration will be based on first come first basis.
  • MII practices a ‘no-credit’ policy. As such, all companies and individuals are required to make payment before the commencement of the course.
  • MII reserves the right to reschedule, change the trainer, modify the course content or cancel the course due to unforeseen circumstances without prior notice.
  • Contact person or participants will be notified through the email or phone on the status of the programme
  • Any Cancellation after the closing date is not allowed.

Important Notice
In regards to Personal Data Protection Act 2010 (“the Act”), pleased note that your personal data is used, stored, disclosed and processed by MII solely for the Purpose of registering training courses and/or in connection to other MII products or services. Your personal information may also be disclosed or transferred to relevant third party i.e to the industry related associations, industry related companies, government agencies and any of their respective agents. Any inquiries or complaints with respect to your personal information may also be channeled to MII bysubmitting such request to MII via post, email (customercare@mii.org.my).