CE Courses

Compliance Toolkit


There are an ever-increasing number of cases in which clients accuse life agents of not exercising their ethical duty. 

Lawyers have been quick to come to the aid of these clients and have found a lucrative pool of clients who claim underinsurance, failure to deliver the policy, and improper replacement, amongst other cases. Forms are provided. Includes downloadable forms.

Format: Online

No. of Pages: 60 pages

BC CE Credits: 4

AB CE Credits: 3 Life, 1 A&S

SK CE Credits: 4 hours

MB CE Credits: 4 hours

ON CE Credits: 4 hours

CFP®: 4

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