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Date/Time
Date(s) - October 13, 2026
10:00 am - 12:00 pm
Categories
At the end of the session the participants should be able to understand key aspects such as:
- Overview of the important role of Life Insurance in Financial Planning.
- Identify and analyze the core personal and financial needs that drive life insurance coverage requirements, such as income replacement, debt obligations, and future financial goals.
- Demonstrate knowledge of industry-standard tools and formulas used to calculate appropriate life insurance coverage for clients.
- Evaluate the advantages and limitations of commonly used life insurance needs analysis methods, including Human Life Value and Needs-Based Approaches.
- Apply needs analysis techniques through case-based examples to determine suitable life insurance solutions for different client scenarios.
Peter Kong, Sagicor Life Inc.
Over 25 years of combined experience in the Financial Services industry in Investment Analysis, Relationship Management, Commercial and Corporate Lending, and Insurance Sales and Planning. Has been a Sales Representative with Sagicor Life Inc for the past 13 years.
Graduated from U.W.I. with a BSc in Economics in 1997 and has several industry certifications with LIMRA International (Master Financial Advisor, 2008) and The American College of Financial Services – (LUTCF, 2013) & (FSCP, 2016).
Currently a Moderator with TTAIFA (Trinidad & Tobago Association of Insurance & Financial Advisors) since 2015 in courses such as Foundations of Retirement Planning and Essentials of Life Insurance.
CPD Category: Insurance Business – Life
CPD Points: 2
Note:
When making payment via bank transfer, you must provide proof of payment for all payments made.
Please copy, screenshot or scan proof of payment and forward it to finance@ttaifa.com.
Event Info
- Location: Zoom Seminar
- Date: Tuesday 13th October, 2026
- Time: 10:00 AM - 12:00 PM
- Phone: +1 868 624 2940