ONLINE CERTIFICATION PROGRAMME ON

LIFE INSURANCE MARKETING18 September to 04 December 2021

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Na�onal Insurance Academy (NIA), a premier insurance Academy was established in the year 1980 by

the public sector insurance companies under the aegis of the Ministry of Finance, Govt. of India. The

Academy moved in to the 32 Acre sprawling lush green campus in 1990.

NATIONAL INSURANCE ACADEMY (NIA)

The Governing Board of NIA has Chairperson of LIC of India, Managing Directors of LIC of India,

Chairman-Cum-Managing Directors of GIC and Public Sector General Insurers, representa�ve of

Ministry of Finance, Government of India along with eminent personali�es from the Academia

chosen for their dis�nc�ve contribu�on to the cause of Insurance, Educa�on and Finance and in other

fields.

The present Chairman of NIA Governing Board is Shri M. R. Kumar, Chairman, LIC of India. The Director

of NIA is Shri G. Srinivasan, former CMD of The New India Assurance Co. Ltd.

The sponsorship and patronage enjoyed by NIA have made it a prime des�na�on for Educa�on,

Research, Training, Consultancy and Leadership Development in Insurance, Pension and Risk

Management in South and Southeast Asia.

NIA is the last word in Insurance Management Educa�on with a rare combina�on of highly

experienced serving Senior Insurance Execu�ves and the experts from various core management

disciplines..

NIA understands the needs of Insurance organisa�ons' and prepares the working execu�ves of these

companies for current and future challenges .

Upgrading capabili�es to use digital tools more effec�vely will be cri�cal to the distribu�on shi�. Roles that

focus on repe��ve work and manual processes will cease to exist in their present form, while technology and digitally

savvy marke�ng leaders will increase in value. Emo�onal, interpersonal, and social skills will also become more

cri�cal, especially for customer-facing advisors who can help consumers address their changing financial and

coverage needs.

future

The life insurance industry is undergoing drama�c changes, from the expecta�ons of its consumer base to the

players who compete in the industry. Disruptors from other industries are entering the insurance sector, shaking

up the tradi�onal models across distribu�on, sales, products, and services.

Three key areas of focus for Life Insurers will be:

1. Personalize every aspect of the customer experience

Post Covid-19 pandemic trends show promise for the life insurance industry in the next decade. Customer demand is

at an all-�me high. The need for mortality protec�on is rising along with healthcare expenditures. The global middle

class is rapidly expanding, bringing higher incomes, growing financial wealth, and heightened risks to manage.

2. Develop need-based insurance solu�ons for new age customers

3. Reinven�ng their skills and capabili�es

Frontline professionals will con�nue to play a cri�cal role in reaching customers, so they to embrace the

integra�on of physical and digital channels. Further, professional advisors need to be armed with advanced analy�cs

of their customer base as well. Throughout the customer life cycle, life insurance advisors will to engage in

mul�channel, personalized customer interac�ons to promote cross-selling (by iden�fying the most likely “next

product to buy”) and proac�vely reach out to customers.

need

need

CERTIFICATION PROGRAMME ON

LIFE INSURANCE MARKETING

Are You

Ready for Life Insurance Marketing Challenges?

KnowledgeableKnowledgeable KnowledgeableAnalytical

KnowledgeablePresentable &Well Groomed Disciplined

ExpertCommunicator Tech Savvy

MENTORSHIP

Professional mentors for the par�cipants during the

program dura�on for post session guidance.

PARTICIPATION FEES

Indian: Rs. 17,700/- (15000/- + 18% GST)

Reading material and reference material will be

supplied in advance on nomina�ons.

Overseas: US$295/- (US$ 250 +18% GST)

Feedback: 1 hour & Evalua�on Test: 2 hours

PROGRAM CERTIFICATION

Inputs delivered by Industry experienced, domain

experts through presenta�ons, case studies, hands on

exercises and quizzes.

10.00 AM to 1.00 PM (Saturdays).

If a Gaze� ed Holiday falls on a Saturday, then the

session will be on the following Sunday.

On successful par�cipa�on in the program for en�re

dura�on and clearing the final evalua�on test with at

least 50% marks a cer�ficate of program will be issued

by NIA.

COURSE METHODOLOGY

a) Indian par�cipants can either pay via net banking

or through the payment gateway link provided.

b) Overseas par�cipants should pay through net

banking & share the UTR details at the email id

given.

PROGRAMME TIME SCHEDULE

(On 12th Saturday)

To provide Life Insurance marketeers with the latest in

Professionalism in Life Insurance, Products analysis,

Financial Markets and Marke�ng strategies, Digital

Marke�ng and Business E�que� e.

COURSE OBJECTIVE

This customized program will also help in removing

the knowledge and skills gaps of par�cipants and

preparing them for new age marke�ng.

INTENDED COURSE BENEFICIARIES

PROGRAM PLATFORM

Microso� Team preferably on Laptop/Desktop/iPad

for be� er par�cipa�on & learning. Mobile may be

used only as a last resort though the effec�veness of

session will not be of desired level.

Program aims to provide a composite package of

subject inputs, case studies, discussions, interac�ons,

quizzes for crystal clear understanding, building skills

along with confidence and personality.

Frontline Life Insurance Marke�ng Execu�ves,

Financial Advisors, Team Leaders, Agency Managers

and budding Life Insurance Professionals.

(3 hours each day on 11 Saturdays)

PROGRAM DURATION

Academic :33 Hours/11 weeks

Par�cipants having a foreign passport or Indian

passport with foreign work visa will have to pay the

par�cipa�on fees in US$ but those with foreign

passport carrying Indian work visa working in a firm

registered in India will have to pay the par�cipa�on

fee in Indian rupees.

BANK DETAILS FOR REMITTANCE OF FEE

Account Na�onal Insurance Academy

Bank Bank of Maharashtra

Type of Account Savings

Account Number

SWIFT Code (Overseas par�cipants)

20008885848

Branch Code 1121

MAHB0001121

h� ps://www.niapune.org.in/payments

IFSC Code (Indian par�cipants)

MAHBINBBOCP

COURSE DESIGN & SCHEDULE

a. Understanding Customer Needs

b. Insurance Planning for the customer

c. Understanding Financial Markets

FINANCIAL NEED ANALYSIS

1SEPTEMBER 2021

SAT. 18 & 25(3 Hrs. each)

�� ��

PRODUCT COMPARISON & ANALYSIS

a. Product Appraisal

b. Premium Calcula�on, Bonus etc.

OCTOBER 2021

SUN. 03�& SAT. 09(3 Hrs. each)

�� 2

a. Life Insurance Marke�ng v/s Product Marke�ng

b. Concept, Process & Purpose

c. Ini�a�ng, Handling Objec�ons & Closing the Sales

d. HNI & NRI Marke�ng

e. Marke�ng E�que� e

LIFE INSURANCE MARKETING

OCTOBER 2021

SAT. 16 & 23(3 Hrs. each)

�� ��3

MASTERING BUSINESS PRESENTATIONS

a. Designing & Delivering Marke�ng Presenta�onsOCTOBER 2021

SATURDAY30

(3 Hrs.)�� 4

a. Using social & Digital media for Life Insurance

Marke�ng

b. Marke�ng to Millennials

DIGITAL & SOCIAL MEDIA MARKETING

NOVEMBER 2021

SAT. 06(3 Hrs.)

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ADDRESS FOR COMMUNICATION

25, Balewadi, Baner Road, NIA P.O., Pune 411 045 - India: +91 20-27204000, 27204444 : +91 20-27204555, 27390396

: www.niapune.org.inTel. FaxWebsite

CORPORATE LIFE INSURANCE

7a. Keyman Insurance, Partnership Insurance

b. Employer Employee Insurance, MWP Act

NOVEMBER 2021

SAT. 20(3 Hrs.)

��

a.Tax implica�ons on Life Insurance Products,

Benefits etc.

b.Factoring Taxa�on in Life Insurance Marke�ng

LIFE INSURANCE TAXATION

NOVEMBER 2021

SAT. 27(3 Hrs.)

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FEEDBACK & EVALUATION

a. Feedback - 1 Hr.

b. Evalua�on Test - 2 Hrs.

DECEMBER 2021

SAT. 04(3 Hrs.)

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CONTACTS FOR REGISTRATION

Email: cer�fica�onmarke�ng@niapune.org.in

Mr. Vijay Mundhe (M) +91- Mr. Sanadiip Vaishnv (M)8975694485, +91- 9766250893

Ms. Veena Purohit (M) +91-9665515148

FOR CORPORATE NOMINATIONS : Mrs. Ujwala Bagwan (Tel.) +91-20-27204053

a. Financial Calcula�ons, Trends Analysis,

Benefit Projec�ons

b. Using Excel for advance graphic presenta�ons

MASTERING MARKETING TOOLS

NOVEMBER 2021

SAT. 13(3 Hrs.)

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