Segregated funds and annuities Chapter 4 – Investor profile Male Voice

8th Edition, 2021
Revised by
Susan Yates, Hons. B.E.S.
Project management
Jérôme Gagnon
1st Edition and 2nd Edition, 2015
Written by
Susan Yates, Hons. B.E.S.
Consultation committee
Minoo Kotwal, Robert N. Ransom, Rocco Vetere and Jason R. Watt CD CLU RHU
Project management
Sandra Ciccocioppo, Jérôme Gagnon and Geneviève Vigneault
French adaptation
Normand Larivière
French adaptation committee
Marc Boudreau, Sylvie Couture and François Nadeau
© Autorité des marchés financiers, 2021
All translation and adaptation rights, in whole or in part, are reserved for all countries. No part of the material protected
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Legal deposit – Bibliothèque et Archives nationales du Québec, 2021
ISBN 978-2-551-26713-2 (PDF)
Segregated funds and annuities
FOREWORD
This Manual is an exam preparation tool for future life insurance agents registered in the Life
License Qualification Program (LLQP). Its contents will help candidates develop the competency
targeted in the segregated funds and annuities module of the LLQP Curriculum: Recommend
segregated funds, individual annuities and group pension plans adapted to the client’s needs and
situation.
Chapter overview page
The first page of every chapter outlines the Curriculum module competency components
and sub-components that will be covered. Highlighting which of the evaluation objectives are
addressed in each of the manual’s chapters serves to identify the contents that are essential to
attain these objectives.
It is thus recommended that candidates regularly review the competency components and
sub-components in order to contextualize and assimilate them as they read each chapter. This will
help develop an understanding of the nature and scope of the evaluated competency. Candidates
must have fully understood the knowledge, strategies and skills covered in each chapter in order
to successfully pass the corresponding module of the LLQP licensing exam.
In this text, the masculine form is used for both men and women