Interactive quizzes

Deepen your knowledge of individual and group insurance compliance with interactive quizzes.

Life insurance, Critical illness, etc.

Improve your legal knowledge in the areas of disability and critical illness insurance through interesting case studies and quizzes.

Group Insurance

You think you know everything about group insurance...think again!

About the course

Are you a pro at life insurance, or would you like to become one? Do you want to deepen your knowledge of group insurance to better serve your clients? Come test your knowledge with interactive questions covering a range of topics. Turn the complexity of ethics into sales opportunities! In this quiz-style training session, we will look at legal and compliance issues related to individual and group insurance in order to educate financial security advisors about their practice.  1 PDU in Compliance 

About the author

Isabelle N. Tremblay is a lawyer and trainer specializing in life and health insurance law and compliance. She has been practicing in Quebec for over thirty years and has worked with the industry's major players: insurers, law firms, regulators, and professional training organizations. Author of the AMF's Guide for Responsible Officers and several reference works on life and health insurance, Ms. Tremblay is recognized for her ability to make the most complex legal concepts clear, concrete, and applicable. Her training courses combine legal rigor with real-world practicality. They combine lectures, interactive quizzes, and case studies inspired by real cases or recent case law, enabling financial services professionals and lawyers to better understand legal issues they are unfamiliar with—and avoid costly mistakes for their clients.

Course content

6 Chapters · 38 Lessons

  1. 1

    Introduction to Insurance Compliance

    1. (Included in full purchase)

      Introduction - Who is telling the truth?

  2. 2

    The main obligations of an Act respecting the distribution of financial products and services

    1. (Included in full purchase)

      1. Financial Needs Analysis - FNA

    2. (Included in full purchase)

      2. FNA - Major Event

    3. (Included in full purchase)

      3. Distance selling of an insurance policy

    4. (Included in full purchase)

      Distance selling of insurance policies - explanations of exclusions, etc.

    5. (Included in full purchase)

      4. Notice of Remplacement of Insurance of Person contract - Avoquiz

    6. (Included in full purchase)

      Notice of Remplacement - Avoquiz

    7. (Included in full purchase)

      Notice of Replacement: what can a non-certified assistant do?

    8. (Included in full purchase)

      5. Sollicitation by an uncertified person

    9. (Included in full purchase)

      Sollicitation by an uncertified person - explanations

    10. (Included in full purchase)

      6. Insurance advice - Avoquiz

    11. (Included in full purchase)

      Insurance advice - Avoquiz and answer

    12. (Included in full purchase)

      7. Canada's anti-spam legislation - Solicitation - Avoquiz

  3. 3

    Insurance and the Civil Code

    1. (Included in full purchase)

      8. Effective date of a life insurance policy - Avoquiz

    2. (Included in full purchase)

      Effective date of a life insurance policy - Avoquiz and Answer

    3. (Included in full purchase)

      9. Non-seizability of a policy

    4. (Included in full purchase)

      10. Designation of a beneficiary in a will

    5. (Included in full purchase)

      11. Insurable interest - former employee

    6. (Included in full purchase)

      12. Insurable interest of a former shareholder - Avoquiz

    7. (Included in full purchase)

      Insurable interest of a former shareholder - Avoquiz

    8. (Included in full purchase)

      Intérêt assurable d'un ex-actionnaire - Réponse

  4. 4

    Critical illness insurance

    1. (Included in full purchase)

      13. Critical illness insurance - waiting period

    2. (Included in full purchase)

      14. Critical illness insurance with premium refund

    3. (Included in full purchase)

      T.I. CRA and Checklist

  5. 5

    Group Insurance

    1. (Included in full purchase)

      15. Enrollment period without medical evidence - Avoquiz

    2. (Included in full purchase)

      Membership deadline - Avoquiz and answer

    3. (Included in full purchase)

      16. Change of insurer - employee on disability

    4. (Included in full purchase)

      17. Beneficiary of an ex-spouse

    5. (Included in full purchase)

      18. Time limit for notifying the insurer of the disability and providing evidence

    6. (Included in full purchase)

      19. Amendment to the group insurance contract

    7. (Included in full purchase)

      20. Group RRSP and DPSP

    8. (Included in full purchase)

      21. Employé en invalidité - paiement de la prime- Avoquiz

    9. (Included in full purchase)

      22. Assurance frais médicaux et hospitalisation à l'étranger

    10. (Included in full purchase)

      23. Group disability insurance and medications

    11. (Included in full purchase)

      24. Pre-existing condition

    12. (Included in full purchase)

      25. Protection of personal information

    13. (Included in full purchase)

      The Last Word

  6. 6

    Final Evaluation

    1. (Included in full purchase)

      Summative Assessment