Planning for Longevity with Life Insurance

Let’s be clear: when we talk about longevity we are talking about the length of a lifespan. Let’s also be clear: the length of lifespans in Canada on average is increasing. The longer one lives, the longer one needs to finance the costs of living. Perish the thought---and fear--- of running out of money before running out of life.

A plan ensures income is available for the duration of life. Strategies may be adopted for health, lifestyle, and wealth. That is where this course comes in: Strategizing how to build wealth, maintain it, and manage it in the future.

The key planning strategies which you will learn to appreciate are:

• Identifying options for funding,
• Choosing the option or options that will be most suitable and achievable, and
• Defining the steps needed to make the desired option a reality.

At the conclusion of this course, you should be able to say to your client with great confidence, let’s talk about your future.