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CE Credits Available. You are invited to Join Brent Swatuk Of Canada Life for a luncheon followed by a Participating Whole Life Session. REMINDER. Canada Life Participating Whole Life
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CE Credits Available You are invited to Join Brent Swatuk Of Canada Life for a luncheon followed by a Participating Whole Life Session REMINDER • Canada Life • Participating Whole Life • You can expect brief history, the mechanics of the product, Canada Life’s Wealth and Estate Achiever product overview. • We’ll discuss target markets and how to present and talk about this very important tool. • We will examine WL versus UL and the applicability of both these products to the clients you’re currently working with. • We will discuss some recent cases that have been closed using this powerful product. • Who Should Attend??? • Advisors working with clients that buy over funded UL. • Clients that have brought WL • in the past. • Clients with tax liabilities and estate tax problems. • Advisors who work in the corporate insurance marketplace. Where: Qualified Financial Services’ Boardroom When: Tuesday, July 22nd Time: Luncheon 12:00 noon – 1:00 p.m. Canada Life Session 1:00 p.m. – 3:00 p.m. Hosted By: Brent Swatuk Space is limited! Make sure to reserve your seat soon! Contact Angela at 647-776-4022 or email marketing@qfscanada.com