| Provincial Life Credits: | 15 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 10 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 15 credits (Financial Planning) |
| Institute Members: | 7 credits |
| IIROC Credits: | 5 credits (Professional Development) |
| MFDA Credits: | 12 credits (5 Professional Development, 7 Business Conduct Non-ethics) |
| General Credits: | 7 credits |
Here are some new ideas to stimulate your thinking and business results.
The courses in this package include:
| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| IIROC Credits: | 5 credits (Professional Development) |
| MFDA Credits: | 5 credits (Professional Development) |
Every single client in your wheelhouse has at least one asset. Some will have many. Some are lucky enough to have assets with enough value that both probate and income tax must be considered in the future when those assets are distributed. No one wants to see their hard-earned savings going to tax unnecessarily.
The information in this course will help to ensure that those savings are retained and passed along. It is key to planning an estate. You’ll learn-
- How probate and income tax must be considered when assets are distributed;
- How to limit the impact of taxation to allow clients to optimize their hard-earned savings;
- How to help to ensure client savings are retained and passed along according to plan.
| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 7 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| Institute Members: | 7 credits |
| MFDA Credits: | 7 credits (Business Conduct Non-ethcs) |
| General Credits: | 7 credits (BC, AB, SK, MB, ON) |
This course delivers guidance, insights, and solutions that you can easily implement to benefit you and your clients. Ten easy-to-manage lessons provides you with direction on achieving professionalism in your practice while you serve clients’ needs.
Ideas and theories are buttressed by lots of hands-on practical client information, including how-tos, why-tos, and when-tos.
It is a course you won’t want to miss.
- Link sales with suitability for best client outcomes;
- Learn the importance of setting financial goals across all ages;
- Achieve clarity in virtual and in-person meetings and your writing;
- Measure your behaviour against common ethical standards;
- Implement best practices that pay off.
| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (Financial Planning) |
Putting the claim top of mind may seem contrarian but doing so makes the reasons for insurance transparent and professional.
When claims information is covered up-front in a sales presentation it answers a question many prospects may find hard to ask. They want to know, “What’s in it (the insurance) for me?”
The answer to their question is the claim benefit. To make sure the claim will be all that you promise, we provide seven pointers on how to ensure a claim is successful. We describe many of the reasons life, A&S, and insurance investment claims are more or less than expected, how to find a missing policy, and pointers for the unhappy claimant.
For those struggling to find dollars for premium purposes, knowing who, when, and how the money is received from a policy can underscore the value of insurance.
- Sales slipping? Try putting the claim payment up-front in the insurance sales process so clients understand the reasons for, and rewards of, insurance;
- Read up on how to ensure policy claims will be successful;
- Learn the many reasons why claims are more or less than expected;
- Get advice on how to deal with an unhappy claimant.
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