Investment knowledge series Part 3 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:

In the final investment knowledge series Assumption Life will:

• Show you easy, fast, and quick investment solutions and how to efficiently write investment business.
• Review our electronic investment platform that makes selling investments so much easier.
• Show you the difference between our Segregated Funds vs. the Registered Investment Account (our low fee option account).
• Go over the different portfolio options:  Traditional, Smart Series, and Select Portfolios which make selling investments even easier.
• We will review our compensation, so what’s in it for you as the advisor during your career and then for your retirement years!
• Help you fill your briefcase with marketing one pagers that help you sell investments to your clients.   
• Show you the benefit of how growing your investment book not only secures your clients to stay with you but how it builds wealth for your financial plan.