Funda ukuthi yiziphi Izinkampani Zomshuwalense Okushoyo

Izinkomba ezihlukene zikhombisa indawo ehlukile yokuhlakanipha

Ukufanekisa ukuthi imboni yabo yomshuwalense uyakwazi kanjani, abaqeqeshi bomshuwalense banezinkampani eziningana zomshuwalense ongakhetha kuzo ngokuya endaweni yabo ethize yobuchwepheshe. Esikhathini sokufunda ukuze kufinyelele lezi zimiso, abantu bafunda imikhuba yemboni yomshuwalense kanye nemisebenzi ye-insurer ezobasiza kahle ekubhekaneni nezidingo zamakhasimende.

Izitifiketi eziphezulu ze-Assurance

Izinkampani ezibhekene nezilinganiso emasimini abo ziyi-RHU, CLU, ne-CPCU.

Abanikazi balezi zinhlamvu ezintathu babonakala kuwo wonke umkhakha njengabachwepheshe abanolwazi mayelana nokuphathwa komshuwalense, ukubhala phansi, kanye nomthetho. Kulezi zihloko ezixhunyanisiwe ezinkampanini ezihlukahlukene zomshuwalense ezitholakala kulo mkhakha, uzothola ezinye izincazelo eziningi ezichazwe kanye nokuthi ochwepheshe bomshuwalense baye basebenzisa ukuthola nokubonisa ubuchwepheshe babo bomshuwalense.

Ukuze uthole ubuchwepheshe bokusebenza ngokuphumelelayo amaklayenti omshuwalense ngempumelelo abaqeqeshi bomshuwalense baye basebenzisa izinhlelo zemfundo yomshuwalense amashumi eminyaka. Izinhlelo zemfundo ezihlanganisa lezi ziqephu zikhonza izidingo ezimbili ezibalulekile.

Okokuqala, izifundo zihlinzeka ngabaqeqeshi bomshuwalense ngemfundo ejulile yemikhiqizo yombhangi yomshuwalense ezindaweni ezifana nokuphatha ekukhangiseni ukuze kubhalwe phansi.

Okwesibili, ukufezekisa lezi zikhundla kubonisa ubuchwepheshe bomshuwalense emkhakheni wabo kulabo abathengi.

Izinkampani ze-Assurance Insurance

Ochwepheshe bomshuwalense wezempilo banezinhlobo ezihlukahlukene zezinkomba ezitholakalayo ukuze bathole ulwazi futhi babonise amaklayenti abo ububanzi bobuchwepheshe babo.

Umbhalisi Wezempilo Obhalisiwe

Leli yinkampani yokuqala yomshuwalense wezempilo ekhombisa ulwazi lwezo zonke izindawo zokuthola izinzuzo eziphilayo, kufaka phakathi izinhlelo zokunakekelwa okuphethwe; inzuzo yezokwelapha ngabanye neqembu, inzuzo yokukhubazeka, umshuwalense wesikhathi eside; amaqembu amazinyo nezinhlelo zokuzithandela ngokuzithandela. Lezifundo zibuye zibuyekeze umthelela wemithetho kahulumeni njengePACACA (Isivikelo Sokubekezela Nokunakekelwa Kwezinkinga) kanti abanye kubandakanya i- COBRA , ERISA, ne-HIPAA.

Umsebenzi wezemfundo: I-RHU izifundo zihluke ngumhlinzeki kodwa ngokuvamile zihlanganisa okulandelayo:

Indlela Yokuthola: Izikhungo zokuqeqesha kulo lonke elase-US enikeza izifundo ze-RHU zihlanganisa, i-AB Training Centre, i-Advocis, i-American College, iBusiness Career College, nabanye. Ezinye izimpawu zomshuwalense wezempilo ezihlonishwayo zihlanganisa lezo ezitholakala ngeMicrosoft Insurance Plans (AHIP). Lezi izi:

Isitifikedi esikhulayo esisheshayo yisiqalo somshuwalense we-CLTC.

I-Certified in Care-Term Care isichazwa kahle ngenxa yokuthi iyingxenye yokugxila kwayo ekuthengiseni umshuwalense wokunakekelwa isikhathi eside. Lesi sikhundla sitholakala ngeNhlangano yeSikhathi Sokunakekelwa Kwesikhathi Eside.

Izinkampani zemishuwalense yokuphila

Abasebenzi emkhakheni womshuwalense wokuphila bangakhetha kusuka ezinkampanini zomshuwalense ukuze bazibonele njengabachwepheshe bemboni kumakhasimende abo.

I-Charter Life Underwriter

Lena yimboni yomshuwalense wempilo yomshuwalense wokuphila futhi ihlanganisa ubuchwepheshe empilweni kanye nomshuwalense wezempilo, ukutshala izimali, intela, izinzuzo zabasebenzi, ukuhlelwa kwempahla, ukubalwa kwezimali, ukuphathwa, kanye nezomnotho. Izifundo ze-CLU zisiza abantu ukuba bathuthukise umsebenzi wabo ngokunikeza ulwazi olujulile ngezidingo zomshuwalense ngabanye, abanikazi bamabhizinisi, kanye namakhasimende achwepheshe.

Umsebenzi wezinkambo: I-CLU ichazwe ngokuqedela izifundo ezi-5 ezidingekayo nezifundo ezintathu zokukhethwa phakathi kwezinqumo eziningi.

Indlela Yokuthola: Izinhlelo eziningi zokuqeqesha zinikeza izifundo zokuqedela ukuqokwa kwe-CLU kuhlanganise ne-AB Training Centre, i-Advocis, i-American College, iBusiness Career College, nabanye.

Ezinye izimpawu zomshuwalense wempilo yomshuwalense zibandakanya ukuqokwa kweFellow, Life Management Institute (FLMI) okunikezwa ngabanye abadlula uchungechunge lwezivivinywa zomshuwalense wokuphila kwezingu-10 kumshuwalense, ukubalwa kwemali, ukukhangisa, izinhlelo zokwaziswa, ezezimali, umthetho, ukuphathwa kanye namakhompiyutha. Leli gama liyatholakala nge-Life Office Management Association (LOMA).

Futhi, ukuqokwa kwe-Life Underwriter Training Fellow (LUTCF) kungenziwa ngokugcwalisa izifundo eziyisithupha ezivela e-American College. Le ncazelo igxile kolwazi olubalulekile lomshwalense wempilo ngemininingwane yokuhlela eyisisekelo ukuze i-LUTCF isize ekukhuliseni ukukhiqizwa kwayo.

Izinkampani ze-Insurance Casualty

Impahla yomshuwalense wezeMpahla kanye neCasualty abaqeqeshiwe banezinhlobo eziningi zemisebenzi yomshuwalense okumele bakhethe ukubonisa ubuchwepheshe babo kubathengi abazoba khona.

I-Chartered Property Casualty Underwriter

Lona yisikhundla seNdunankulu emshuwalense wokushona kwempahla. Uhlelo lwe-CPCU lunikeza ukuqonda okubanzi imboni yokulimala impahla ngokugxila kwisici sezomthetho, sezimali nokusebenza kokulawulwa kwezinhlekelele nomshuwalense.

Imfundo: Uhlelo lwe-CPCU luqukethe izifundo ezingu-11. Izifundo eziyisishiyagalombili kumele zidluliselwe ukuze zithole isikhundla se-CPCU. Kunezifundo ezinhlanu eziyisisekelo. Ngaphezu kwalokho, abafundi bakhetha noma ukuhlushwa kwe-inshuwalense yezohwebo noma ukuqedela uhlelo.

Indlela Yokuthola : Isikhundla se-CPCU sinikezwa yi-AB Training Centre, i-Insurance Institute of America (CPCU / ​​IIAA), iSikole se-Insurance License, nabanye. Ezinye izinkampani eziningana zingase zilandelwe yizimpahla zomshuwalense wezinsizakalo zomshuwalense kanye nama-agent, okufaka: