Certificate in EXITCompensation™ Planning for Business is one of the 6-component services under EnterpriseAssurance Sales Development (EASD) Program by Bluefin Academy.

A 3 full-day classroom study programme on life insurance for business application, EXITCompensation™ Planning for Business is a wide-ranging foundation qualification every financial services practitioner must undergo if they want to work the business-owner market and sell life insurance for business applications.

It is unlike other post-entry certified/chartered qualifications, which are largely a branding asset that does not quite enable the participants to break new grounds, acquire new expertise or enter into new markets. They merely strengthen the basic competency acquired in the entry qualifications, albeit not because it is not valuable. Neither is it a narrowly-theme business/keyman insurance workshop/seminar, which is micro in nature and focusses only on certain aspect of a full course.

Conversely, Certificate in EXITCompensation™ Planning for Business is a both growth capital and a direct sales-making asset that adds new knowledge and skills not quite found, or are fragmented or incomplete, in the said post-entry qualifications. It is the one and only study programme on life insurance for business application that ticks highly in all of the following course evaluation denominators: Completeness, Accuracy, Thoroughness, Clarity and Helpfulness.


Course Contents (Highlights)

1. Business and Legal Frameworks of Target Market

2. Relevant Taxation and Tax Gain Concepts:

3. Concerns and Needs Arising from Business Ownership, namely in respect:

4. Application Concepts of EXITCompensation™ for Business:



5. Makings and Arrangements including Terms and Provisions for Agreements

6. Strategic Marketing Concepts



7. Prospecting and Approach



8. Sales Presentation and Client Engagement (First Interview)