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IDC WIN – IFAs: Teamwork Works Best

September 8 EDT @1:00 pm - 2:00 pm

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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

Details

Date:
September 8 EDT
Time:
1:00 pm - 2:00 pm
Event Category: