Best practices for leveraging with life insurance

Wednesday May 4, 9:00 am – 10:00 am



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)