Planning Strategies

IF the #1 priority 93% of those aged 60+ is to age in thier home, AND the #1 condition to allow that to happen is a dependable cashflow, then does it not make sense that one can guarantee the other? This presentation provides insight into the flexibility and use of the CHIP Reverse Mortgage as an intergral planning tool for all of your senior clients. The case study approach of the presentation proves that Reverse Mortgages are not just for those who need a monthly income, but for all your senior clients and all levels of wealth. Full presentation time: 56m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Planning Strategies
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Andrew Cairns

Andrew Cairns, a 27-year veteran of the Wealth Management industry, has a recognized track record of both managing existing & opening new national distribution channels. A strong communicator with extensive public speaking experience, Andrew has fostered an extensive network of both head-office and leading advisor networks. Andrew is known nationally by accomplished financial planners and investment advisors for having pioneered several creative, new and innovative financial solutions without exception. Andrew leads HomeEquity Bank’s national team engaging wealth management firms and their capable advisor networks.