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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 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

Agenda:

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

Details

Date:
May 31 EDT
Time:
1:00 pm - 2:00 pm
Event Category: