1 / 1

Canada Life Participating Whole Life

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

jerod
Download Presentation

Canada Life Participating Whole Life

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. 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

More Related