- This event has passed.
IDC WIN – IFAs: Teamwork Works Best
September 8, 2021 EDT @1:00 pm - 2:00 pm
Click Here to Register
No CE Credits
We believe the key to placing an Immediate Financing Arrangement, perhaps your first one for many of you, is… Teamwork. Please note, this session will be of most benefit to advisors with high income/HNW business owner and professional clients and prospects. An IFA is a custom permanent life insurance-tax-estate-banking solution. Most cases require the use of both internal IDC WIN and external partner resources which our panel will cover, including:
- Summary of institutions & lending offerings
- Illustrations
- Working with clients’ tax & estate advisors
Panel
Vic Raye, National Director, Banking Services
Ken Poniatowski CFP, Business Development Executive
Chris Britton CPA CA, Director, Tax & Estate Planning
Guest Panelist
Irvin Lim, Senior Private Banker, Bank of Montreal