Best practices for leveraging with life insurance
Wednesday May 4, 9:00 am – 10:00 am
Speakers:
- Chris Ireland, CPA, CA, TEP, Senior Vice-President, Planning Services, PPI Advisory
- Moderator: James W. Kraft, CLU, CFP, CH.F.C., TEP, CPA,CA, M. Tax, Advisor, BMO Financial Group
Description:
The session will review best practices when leveraging with life insurance. Information provided will include case studies, how to best meet a client’s needs, the best approaches to appropriately present the strategies to clients, the dos and don’ts for terminology, and key practice protection points for insurance advisors.
Technical, Case Study; Advanced
This workshop is organized by the Life Insurance Issue Group.
CE credits available, subject to course approval (T = tentative)
- Institute for Advanced Financial Education (Advocis) – 1.00 (T)
- FP Canada – 1.00 (T)
- Alberta Insurance Council – 1.00 (T)
- Insurance Councils of Saskatchewan – 1.00 (T)
- Insurance Council of Manitoba – 1.00 (T)
- Chambre de la sécurité financière (Québec) – 1.00 (T)