Course description
This course provides an examination of the principles, products, and practices of life insurance in Canada. Students will study risk management concepts, the legal and regulatory framework governing life insurance, professional and ethical responsibilities, client fact-finding and needs analysis, underwriting principles, and policy ownership structures. The course explores term, whole life, and universal life insurance products, policy provisions and riders, beneficiary designations, taxation considerations, and the use of life insurance in personal, family, estate, and business planning. Through the analysis of client situations and insurance solutions, students will develop the knowledge and skills required to assess insurance needs, evaluate available coverage options, and apply life insurance concepts within a financial planning context.
Course details
Credit transfer
Have you taken this course or an equivalent course? Contact the Credit Transfer Office.
Registration dates
Not all courses are offered each term.
Fall 2026 registration is open.Winter 2027 registration opens November 2, 2026.
Delivery options
In person: classes held in person on a campus/site in a classroom/lab/shop/studio for the course duration
Online - Asynchronous: 100% online delivery, no scheduled day or time course requirements with the instructor, assigned due dates
Online - Synchronous: 100% online delivery, scheduled day and time course requirements with the instructor, assigned due dates
Hybrid: any combination of in person, timetabled, on campus, online, and hyflex delivery