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Date/Time
Date(s) - October 20, 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:
- Develop an understanding of the fundamental features of Annuity and how they differ from Pension Plans.
- Examine the Accumulation and Payout phases of Annuities and distinguish how these phases from comparable Bank Products
- Explain the Tax incentives applicable to Annuities
- Explore the Annuity Spectrum including the different types of Annuities
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:
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Event Info
- Location: Zoom Seminar
- Date: Tuesday 20th October, 2026
- Time: 10:00 AM - 12:00 PM
- Phone: +1 868 624 2940