ILP Sales Masterclass
Master Investment-Linked Policy Advisory
Investment-linked policies are complex. Selling them compliantly while meeting client needs requires expertise. From product mechanics to suitability assessment to objection handling—master every aspect of ILP advisory with confidence and compliance.
The Challenge
Investment-linked policies are complex. Selling them compliantly while meeting client needs requires expertise. Advisers must balance product features, regulatory requirements, and client understanding.
The Solution
From product mechanics to suitability assessment to objection handling—master every aspect of ILP advisory with confidence and compliance.
Course Objectives
Master ILP product mechanics and structures
Conduct compliant suitability assessments
Handle objections and concerns effectively
Position ILPs appropriately in client portfolios
What You'll Learn
1. ILP Product Mechanics
- •Understanding ILP structures and components
- •Fund selection and switching strategies
- •Fees, charges, and their impact on returns
- •Regular premium vs. single premium considerations
2. Suitability & Compliance
- •Conducting thorough fact-finding
- •Assessing risk profile and investment objectives
- •Documenting suitability rationale
- •Meeting regulatory disclosure requirements
3. Client Communication
- •Explaining ILP features clearly
- •Setting realistic performance expectations
- •Discussing risks and risk management
- •Comparing ILPs with alternative investment options
4. Objection Handling
- •Addressing concerns about fees and charges
- •Responding to questions about past performance
- •Handling surrender and switching queries
- •Building confidence in long-term investment
Upon Completion, You Will Be Able To
Explain ILP mechanics and features with confidence
Conduct compliant suitability assessments
Position ILPs appropriately within financial plans
Handle client objections effectively
Increase ILP sales while maintaining compliance
Who Should Attend?
✓ Insurance Advisors
Representatives who want to enhance their ILP advisory capabilities
✓ Financial Consultants
Advisers looking to add ILPs to their product toolkit
✓ Bank Relationship Managers
Bank RMs who advise clients on investment-linked products
Course Fee & Funding
Contact Us for Course Fee Information
WhatsApp us at 81117890 or register to receive detailed pricing information
IBF-FTS Funding Available
This course is recognised under the Financial Training Scheme (FTS) and is eligible for FTS claims subject to all eligibility criteria being met. Please note that in no way does this represent an endorsement of the quality of the training provider and course. Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles. The FTS is available to eligible entities based on the prevalent funding eligibility, quantum and caps. FTS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S$500 per candidate per course subject to all eligibility criteria being met. Funding period till 15-06-2030
Find out more on www.ibf.org.sg
Upcoming Dates
26 & 26 May 2026
9:30 AM – 5:30 PM
High street centre #03-07/08 S179094 Singapore
Frequently Asked Questions
Ready to Transform Your Practice?
Join this course and gain the skills and confidence to serve your clients at the highest level.