Ace the Annual Review

Provincial Life Credits: 1 credit (BC, AB, SK, MB)
Provincial A&S Credits: 1 credit (AB, SK, MB, ON)
CFP® Certificants: 1 credit (Financial Planning)

Turn your annual review into a business stimulator

  • Find new opportunities for sales based on changing client circumstances;
  • Learn how to prepare, good questions to ask, disclosure for recommendations, and what to do when a situation becomes difficult.
Price charged to FA: $7.50 (You do not pay on this site.)

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