Mastering the Life Insurance Sales Process

Provincial Life Credits: 1 credit (BC, AB, SK, MB, ON)
CFP® Certificants: 1 credit (Financial Planning)
Institute Members: 1 credit
  • Master the sales process through your disclosure practices;
  • Find how to substantiate your recommendation;
  • Complete the Financial Checklist to provide vital documentation for the client file.
Price charged to FA: $7.50 (You do not pay on this site.)

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