| Alberta Life Credits: | 15 credits |
| Alberta A&S Credits: | 15 credits |
| FP Canada: | 12 credits (Financial Planning) |
| Institute Members: | 12 credits |
| ID CE Credits: | 7 credits (Professional Development) |
| MFD Credits: | 7 credits (Professional Development) |
| General Credits: | 7 credits (BC, AB, SK, MB, ON) |
Every year C’Life provides you with CE courses that satisfy your need for credits as they deliver practical information.
This year is no different as we deliver courses on the theme of insurance needs.
You receive both 15 Life AND 15 A&S credits for the AIC CE cycle ending 30/06/26 plus all the other credits listed above! Licensees in other provinces also earn all credits in the categories shown.
If you need only 10 credits, please see the 10-Credit Alberta Life + A&S Special Package in this catalogue.
This package delivers three courses that contribute new ideas and valuable solutions to your practice. Start now for an efficient and strategic approach to on-time credit completion.
Insurance for Business Owners
| Provincial Life Credits: | 4 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 4 credits (BC, AB, SK, MB, ON) |
| FP Canada Credits: | 4 credits (Financial Planning) |
Insurance is essential to small business owners. Your efforts right now can focus on planning and implementation—making the best of current circumstances and preparing for an exciting future.
Whether funding a buy/sell agreement or an exit strategy for an owner, putting life and health insurance in place, or ensuring protection for the business itself, you could find that working with small business owners can be good business for you.
- Show clients how insurance can be a cost-saving measure for business owners;
- Learn about coverage options to ensure that coverage is appropriate to the future needs of the client’s business;
- Put insurance in context as a solution for efficiently building, transitioning or selling a business.
Insurance Needs of Older Folks
| Provincial Life Credits: | 4 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 4 credits (BC, AB, SK, MB, ON) |
| FP Canada Credits: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits |
| MFD Credits: | 5 credits (Professional Development) |
Life insurance is frequently marketed for its use as income replacement during working years in the event of premature death. Does that mean it is obsolete at retirement when income stops? The answer is, no. There are many good reasons for life and health insurance post-retirement.
Learn the factors that enter into the assessment of need, the types of life and health insurance that should be in place, and how to make insurance a winning proposition in later life.
This course reinforces the uses for insurance for older adults. This includes retirees and those who are contemplating retirement. Both groups need the advantage of insuring now. Help them meet their needs with the understanding you gain from this course.
- Reinforce your understanding of the insurance needs of retired clients, such as for pension replacement and estate planning;
- Help your clients see that insurance is not obsolete at retirement;
- Reinforce the needs with your clients for insurance after working stops.
Insurance Needs of Newcomers to Canada
| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 7 credits (BC, AB, SK, MB, ON) |
| FP Canada Credits: | 7 credits (Financial Planning) |
| Institute Members: | 7 credits |
| ID CE Credits: | 7 credits (Professional Development) |
| MFD Credits: | 7 credits (Professional Development) |
| General Credits: | 7 credits (BC, AB, SK, MB, ON) |
Newcomers to Canada come from many nations and arrive with far-ranging sets of needs. Insurance is a product that protects against risks faced in their new homeland. Discover the many concepts underlying the insurance offer and how to prescribe the exact solution for newcomer requirements.
- Introduce the strengths of insurance products needed by newcomers;
- Help the newcomer-client recognize the benefits of insurance for risk management;
- Develop expertise in the newcomer market by addressing the particular circumstances of newcomers.
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