FINANCIAL PLANNING FOR LIFE: Income Replacement

Provincial Life Credits: 5 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 5 credits (AB, SK, MB, ON)
CFP® Certificants: 5 credits (Financial Planning)
Institute Members: 5 credits
ID CE Credits: 5 credits (Professional Development)
MFD Credits: 5 credits (Professional Development)
Income protection is a fundamental reason for life insurance and disability insurance. This course delivers content and context. You can count on it to develop your critical thinking on the subject of income needs for life.

  • Prepare a client for income replacement with knowledge of product options for self-insuring and emergency funds;
  • Turn an approach into a successful sale by knowing the client and ensuring suitability;
  • Apply standards of conduct to the sales process.
Price charged to FA: $37.50 (You do not pay on this site.)

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