Empire Life – The Kid Start Strategy

  CLICK TO REGISTER   Presenter:  Mark Murano If you have clients who are at that stage in their life where they are enjoying financial security, and want to help their grandchildren get an early start on the way to a financially secure future, purchasing a Participating Whole Life Insurance policy on their grandchild’s life may be the right approach.  ...

Equitable Life – Next Generation Planning with the Power of Story-selling

CLICK TO REGISTER   Presenter: Katherine Hill, Regional Sales Manager, Individual Life & Health Learn how to tell the story of participating whole life and how valuable it can be in giving the next generation a head start in life.  Tap into the power of story-selling and learn how to have conversations that appeal to the client’s CORE VALUES, the ...

Sun Life – Sun CII for Children

CLICK TO REGISTER   Presenter: Yusudan Ren, CFA, CFP, CLU, Pl. Fin., Regional Sales Director, Central North East Region Appreciate the need of CII for children. Identify the benefits of purchasing a CII plan for young children. Understand the insurance solution, how it works and what options that are available the tailor the plan for the client. Explain how to ...