Investment knowledge series Part 1 of 3

Claudette Richard                                                                             Daniel Audet, MBA
National Director, Investment and Retirement                       Associate Vice-President, Individual Insurance and Investments
Read Claudette’s bio HERE                                                           Read Daniel’s bio HERE

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CE Credits under review

Agenda:

Assumption Life will show you how easy it is to learn about investments and sell investments all while servicing your existing life insurance clients.  We will show you the revenue potential of growing your investment book during your career and selling your investment book when you retire, adding a large lump sum to your financial plan for retirement.  Cross selling is a good holistic approach to financial planning and retaining your clients over the long term.  We will review a client’s life cycle and uncover your client’s needs by asking open ended questions.  We will review the benefits of open ended questions, having great listening skills and the benefits of using a CRM all for the success of your business.  When you ask the right questions and you prioritize your time it is a easy as 1, 2, 3, let investments change your retirement plans!  

Don’t forget to register for Parts 2 & 3 to complete the Assumption investment knowledge 3 part series!

Part 2 – May 31, 2022
Part 3 – June 7, 2022