Advocis Presents: 
A Coffee Talk Webinar:
Participating Life Insurance is a Unique Asset Class 

2025 Series - Episode seven: Participating Life Insurance is a Unique Asset Class

Join us on September 4 at a unique time, 1:00 P.M. - 2:00 P.M. EDT, for Coffee Talks with Matt Austin, B. Math, CFP, CLU, Advanced Case Consultant, Ontario and Atlantic at Equitable Life.

Take an in-depth look at why participating whole life insurance deserves a place in your clients’ portfolios. Discover how reallocating safe assets to permanent insurance can improve diversification, enhance stability, unlock liquidity, provide tax advantages, and create long-term value through the Capital Dividend Account.

Please refer to the chart below for your local timezone:

As a benefit of membership, this webinar series is complementary and exclusive to Advocis members. Please use your Advocis ID as the promotional code on Eventbrite to unlock your free ticket. Tickets are limited and go quickly, register today to reserve your spot!

This episode of Coffee Talks has been approved by The Institute for 1.0 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.
 

Sponsered By:

Advocis, The Financial Advisors Association of Canada
events@advocis.ca

Our mailing address is:
10 Lower Spadina Ave., Suite 600, Toronto, ON M5V 2Z2