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1 CE credit

Note: Quebec licensed advisors will need to answer multiple choice questions at the end of the presentation and pass with 60% in order to obtain their PDU for this session

Introduction: Yusudan Ren, CFA, CFP, CLU, Pl.Fin., Regional Sales Director

Presentation Conducted by: Helen Chow, FSA, AVP, Strategic Business Development & Marketing Actuary

Topic: Helen’s Models: Complexity is your enemy. Helen’s Excel models can help advisors and their clients understand insurance concepts and see the benefits insurance offers in a simple manner.