Estate Planning Gems

While most Financial Advisors know that Estate Planning is about more than just a Life Insurance policy and a Will, it is only when we are priviledged enough to spend some time with a true expert in the field that we begin to understand how truely pivotal their role is in the Estate Planning process. This presentation is that opportunity! 17 points are covered in this presentation and every one will prevent another fight, another slight, and another broken promise that plagues the Estate distribution process today. This is a must see presentation. Full presentation time: 55m

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
Estate Planning Gems
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: Jim Kibble

After a long career as the partner in charge of the financial services practice of a prominent local insurance brokerage in Waterloo Region, Jim founded ONTARIO ESTATE CONSULTING SOLUTIONS INC. in 2017. Jim has a business degree from Wilfrid Laurier University, is a chartered accountant and holds both Canadian and International estate planning credentials. The firm is a member of the Waterloo Wellington Estate Planning Council, the Estate Planning Council of Canada, the Greater KW Chamber of Commerce and the New Hamburg Board of Trade. Jim and his wife Penny have two adult children and two grandsons and enjoy involvement with local ukulele and drumming groups and have too many hobbies to keep track of!