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X-WR-CALNAME:IDC WIN BIG | Business Innovation and Growth
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X-WR-CALDESC:Events for IDC WIN BIG | Business Innovation and Growth
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SUMMARY:Assumption Life: Part 2-Learning the investment basics to gain confidence in addressing all the financial needs of your clients.
DESCRIPTION:          \nInvestment knowledge series Part 2 of 3\n                                                                                \nClaudette Richard                                                                             Daniel Audet\, MBANational Director\, Investment and Retirement                       Associate Vice-President\, Individual Insurance and InvestmentsRead Claudette’s bio HERE                                                           Read Daniel’s bio HERE \nCLICK TO REGISTER\nCE Credits under review \nAgenda:  \nIn our second series\, Assumption Life will be reviewing: \n\nSecurities such as stocks\, bonds\, guaranteed investments and annuities.\nVarious investment accounts that you can choose from such as RRSP\, TFSA\, LIRA etc.\nHow to choose the asset allocation or portfolio solutions within your client’s investment accounts.\nFee structures and guarantee options that are available for your clients. \n\nThis 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! \nDon’t forget to register for the final webinar in this 3 Part series with Assumption Life. \nPart 3 – June 7\, 2022
URL:https://idcwinbig.ca/event/assumption-life-learning-the-investment-basics-to-gain-confidence-in-addressing-all-the-financial-needs-of-your-clients/
CATEGORIES:Webinar
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