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Co Host:  Don Hart | VP Training and Development | IDC Worldsource Insurance Network Inc

Presenters:

Brent Swatuk CLU, CHS | Advanced Case Consultant | Equitable Life
Read Brent’s biography HERE

David Irwin | Director, Portfolio Management and Client Relations | Equitable Life
Read David’s biography HERE

Overview:

The purpose of this presentation is to build a detailed understanding of what dividends are as they relate to participating whole life insurance and the factors that are used in calculating them.  We’ll review each of these factors and the impact they have on the dividend scale calculation.  We’ll also discuss how they are distributed and the impact of a change to the dividend scale to the life insurance policy. 

In addition, David Irwin will speak about our PAR Investment approach and what makes us unique.

1 CE credit – ON, BC, AB, MB, QC