Analysis of customer needs in life insurance Cover Image

Analiza potrzeb klienta w ubezpieczeniach na życie
Analysis of customer needs in life insurance

Author(s): Magdalena Szczepańska
Subject(s): Civil Law, Law on Economics
Published by: Polska Izba Ubezpieczeń
Keywords: life insurance; investment insurance; customer needs

Summary/Abstract: The article presents the issues of examination of customer needs in life insurance. The legal regulations concerning this matter were analyzed, in particular: article 8 of the Act on distribution, article 21 of the Act of 11 September 2015 on insurance and reinsurance activities and the provisions of Recommendations for insurance companies on product adequacy testing. The paper indicates the differences between these regulations in the area of life insurance and investment insurance. The article also presents practical aspects of examination of needs in life insurance. The examination of needs in third party insurance were discussed in detail.

  • Issue Year: 2019
  • Issue No: 2
  • Page Range: 25-34
  • Page Count: 10
  • Language: Polish