To strive, to seek, to find the utmost benefit for clients
Knowledgeable
High caliber in screening amongst numerous products which are not limited to one company’s for the best blending of premium and protection.
Proficiency in claims judgment
Insight Sharing
Networking with financially strong and prudent insurers who provide a full array of insurance products to meet the ordinary and extraordinary needs of our clients.
Networking with experienced people in different industries forming invaluable centre of information
Academically recognized as the highest level of studies in the life insurance profession
In the world, more than 94,000 individuals have earned this distinction, which provide a wider range of solutions for life insurance needs of individuals, business owners and professionals, including income replacement, estate planning, and wealth transfer
“CLU” aims at developing Planner’s maturity in exercising a profound financial planning.
Core Courses
Elective Courses (Pass 3 of seven)
Fundamentals of Insurance Planning
Financial Planning: Process and Environment
Individual Life Insurance
Individual Health Insurance
Life Insurance Law
Income Taxation
Fundamentals of Estate Planning
Group Benefits
Planning for Business Owners and Professionals
Planning for Retirement Needs
Investments
Estate Planning Applications
* All qualified CLU member must pass all the required course examination.
What is FLMI?
The world’s largest university-level education program in insurance and financial services
More than 80,000 students throughout the world have earned the FLMI designation
“FLMI” aims at equipping the teammate the Operation Efficiency in Insurance Profession through the following comprehensive courses.
Level I—Fundamentals of Life and Health Insurance
Level II—Functional Aspects of Life and Health Insurance
Principles of Insurance: Life, Health & Annuities
Insurance Administration
Management Principles and Practices
Insurance Company Operations
Business Law for Financial Services Professionals
Financial Services Environment
Life and Health Insurance Marketing
Investment Principles and Institutional Investing
Accounting and Financial Reporting in Life Insurance Companies
Managing for Solvency and Profitability in Life Insurance Companies
* All qualified member must pass all the required course examination.
What is HKRFP?
A self-regulatory and not-for-profit organization
Recognized qualified individuals who are in the field of financial planning
HKRFP certifies the caliber of member in courses of
Financial Planning
Insurance Planning
Investment Planning
Tax Planning
Best Practices
* All qualified member must pass all the required course examination.
What is International Quality Award?
Established in 1960
One of the most highly valued international awards for life insurance agents
More than 22,000 top international producers received such award
Recognizes those agents whose production and persistency records indicate competence and dedication to the insurance industry and their clients
