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Les défis et opportunités de l'assurance vie luxembourgeoise

12 hour(s)

Objectives

L'objectif de ce cours est de fournir un aperçu étendu et pratique des enjeux et des défis liés à la conception et à la distribution de l'assurance vie luxembourgeoise.

Content

  • La proposition de valeur de l'assurance vie
  • Les spécificités de l'assurance vie luxembourgeoise
  • Les impacts juridictionnels dans un contexte de distribution transfrontalière
  • Nature, spécificités et évolution des canaux de distribution de l’assurance vie luxembourgeoise
  • Les acteurs de la gestion de fortune comme partenaires privilégiés
  • Les enjeux de la relation d’affaires triangulaire entre assureur, partenaire et client final dans un modèle B2B2C et l’importance de chacun

Target group

Who is the course aimed at?

Conseillers clientèle bancaire, assureurs, ingénieurs patrimoniaux, gestionnaires de fortune, gestionnaires de patrimoine indépendants, family officers.

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Responsibility for the content of this training description lies solely with its author, the training provider House of Training.

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Characteristics
Organisation Formation inter-entreprise
Teaching aids

La formation sera délivrée en langue française avec le matériel de cours rédigé en anglais.

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