JOIN US! Advocis Presents ‘Coffee Talks’
Submitted by Rica Zara on June 30, 2022 - 4:57pm
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Advocis Presents:
A Coffee Talk Webinar
Life Insurance and the Wealthy |
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2022 Series - Episode seven: Life Insurance and the Wealthy
Many wealthy clients don’t realize that they can benefit from life insurance. Wealthy individuals aren’t looking to solve their ‘needs’. Their ‘needs’ are often already met by their large pool of assets. They now have a large ‘want’. As in, they ‘want’ to reduce tax impacts and ensure a large net estate value when they die.Join us on July 7th at 11:00 am EDT for a Coffee Talk as Advocis welcomes Mark Davis, MFin, CFA , Director of Professional Insights at Sun Life as he discusses How to help show wealthy clients how they can meet their protection needs and get a better return on their safe money assets – without taking on more risk.Please refer to the chart below for your local timezone: |
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As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot!
This episode of Coffee Talks has been approved by The Institute for 0.5 CE credit.
Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.
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