Enhance your underwriting knowledge with these ivari CE accredited courses! We recommend you take all three courses to better serve your clients by:

• increasing your familiarity of underwriting
• improving your new application submissions
• better understanding your role in the underwriting and claims process

Course Descriptions

Underwriting

Presented in video format by Franzi Stephen, ivari’s Underwriting Relationship Manager and an experienced underwriter, we’ll cover some misrepresentations, ivari’s immigration guidelines, financial underwriting, and examples that are relevant to you as an advisor.

Underwriting risk assessment tools

Gain an understanding of how underwriters assess risk and what you can do as an advisor to provide them with the information they need.

Underwriting and Claims: Working together

You will learn about the accountabilities of advisors, underwriters and claims adjudicators, understand the business risks, and review real world case studies.

What do you need to do?

Launch the guide to the course and the quiz. Once you have completed both the course and quiz, save, or print, each CE certificate for your records.

Be sure to download any earned CE certificates immediately upon course completion and keep them for your records, as your provincial regulator may require them.  Check out our sample tracker to get you started with keeping track of your CE certificates.