ROUTES: IVASS TRAINING
Ivass Thematic Area: INSURANCE AND REINSURANCE TECHNIQUE
Ivass Area Module: 2. Main types of insurance coverage

OBJECTIVES

The course aims to provide information on non-traditional and revaluable life insurance, on the characteristics and returns of separate management, and on the minimum returns guaranteed by revaluable policies.

DURATION

1 hours

CONTENTS

Module 1 - Revaluable insurance

  • Introduction: the separation of the assets underlying the contracts
  • Introduction: non-traditional life insurance
  • Insurances that can be revalued
  • Terminology

 

Module 2 - Separate management and the attribution of returns

  • The separate management: definition
  • The composition of the managements
  • Effects of valuation at historical cost
  • Objective limits
  • The composition of the separate accounts
  • The attribution of the yield to the various contracts
  • The attribution of the yield to the different contracts - Example
  • The attribution of the yield to the various contracts - Solution
  • The mechanism of revaluation
  • Revaluation example - recognized technical rate

 

Module 3 - The minimum guaranteed return

  • The minimum guaranteed return
  • Revaluation: example 1
  • Revaluation: example 2
  • Performance consolidation
  • Risk management in the investment of resources
  • Types of options under contract
  • Some considerations
  • Separate management as a class asset

 

Module 4 - Revaluable insurance: focus

  • Revaluable insurance: output phase
  • Type and time of performance
  • Type of guarantee and revaluation
  • Expiry options
  • Tax and successor aspects (outline)

TECHNICAL REQUIREMENTS:

Acrobat Reader

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  • Mozilla Firefox
  • Google Chrome

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Minimum video resolution

The courses are optimized for a 1024 × 768 display on PCs and tablets of at least 7 inches.

Speakers or headphones (in case of multimedia products)

DATA TRACKING METHOD: SCORM 1.2

Certification / Certificate:

Final reports and certificate of use compliant with the provisions of the IVASS Regulation.

DEVELOPMENT TECHNOLOGY:

HTML5

PRODUCED BY:

PIAZZA COPERNICO

Content edited by: Assoreti Training

Teaching: Duccio Martelli

COURSE CODE:

0071_19_06