Course Curriculum

7 Chapters · 40 Lessons

  1. 1
    1. (Included in full purchase)

      Course Objectives

    2. (Included in full purchase)

      Who is Simply Financial Services?

  2. 2
    1. (Included in full purchase)

      What is Flexi Family Cover?

    2. (Included in full purchase)

      Key Benefits

    3. (Included in full purchase)

      Life Cover

    4. (Included in full purchase)

      Physical Impairment Disability Cover

    5. (Included in full purchase)

      Funeral Cover

    6. (Included in full purchase)

      Cash back

    7. (Included in full purchase)

      Paid up Benefits

    8. (Included in full purchase)

      Premium and Cover escalation options

    9. (Included in full purchase)

      Waiting Periods

    10. (Included in full purchase)

      Quiz

  3. 3
    1. (Included in full purchase)

      Who is Eligible?

    2. (Included in full purchase)

      Cover Amounts

    3. (Included in full purchase)

      Premiums

    4. (Included in full purchase)

      Cession

  4. 4
    1. (Included in full purchase)

      What is a 3rd Party Policy?

    2. (Included in full purchase)

      How to do a 3rd Party Sale on the Broker Portal

    3. (Included in full purchase)

      Policy Document- 3rd Party

    4. (Included in full purchase)

      Quiz

  5. 5
    1. (Included in full purchase)

      How to make a claim

    2. (Included in full purchase)

      Claim Exclusions

  6. 6
    1. (Included in full purchase)

      Getting started

    2. (Included in full purchase)

      Answer underwriting questions

    3. (Included in full purchase)

      Choose benefit amounts

    4. (Included in full purchase)

      Add family members to funeral cover

    5. (Included in full purchase)

      Paid up Benefits

    6. (Included in full purchase)

      Premium and Cover Escalation

    7. (Included in full purchase)

      Answer medical questions

    8. (Included in full purchase)

      Provide personal details

    9. (Included in full purchase)

      Provide Beneficiaries

    10. (Included in full purchase)

      Payment details

    11. (Included in full purchase)

      T&Cs and OTP to client

    12. (Included in full purchase)

      Policy Document

    13. (Included in full purchase)

      Watch a Flexi Family Sale

  7. 7
    1. (Included in full purchase)

      Final Assessment

    2. (Included in full purchase)

      Upload ID document

    3. (Included in full purchase)

      Conduct a Test Sale - Watch how it works

    4. (Included in full purchase)

      Now it's your turn

    5. (Included in full purchase)

      Congratulations - What happens next!

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