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Assumption Life: Part 2-Learning the investment basics to gain confidence in addressing all the financial needs of your clients.
May 31, 2022 EDT @1:00 pm - 2:00 pm
Investment knowledge series Part 2 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
CLICK TO REGISTER
CE Credits under review
In our second series, Assumption Life will be reviewing:
- Securities such as stocks, bonds, guaranteed investments and annuities.
- Various investment accounts that you can choose from such as RRSP, TFSA, LIRA etc.
- How to choose the asset allocation or portfolio solutions within your client’s investment accounts.
- Fee structures and guarantee options that are available for your clients.
This knowledge will enable you to have a holistic approach all while servicing your existing clients. Learning to cross sell investments to your existing life insurance clients is easy and financially rewarding!
Don’t forget to register for the final webinar in this 3 Part series with Assumption Life.
Part 3 – June 7, 2022