Cash Flow Planning for Insurance Needs

Integrating cash flow planning with insurance needs is essential for understanding clients' financial situations and delivering tailored solutions. A Cash Flow Planning tool allows advisors to evaluate income, debts, expenses, and assets, making it easier to identify insurance needs and affordability. This approach ensures clients receive personalized recommendations that align with their overall financial goals. Through case studies like Wynn and Kent, Andre and Nia, and Wes and Jones, the impact of cash flow planning is demonstrated. These examples reveal how hidden funds can be uncovered, debts refinanced, and insurance coverage optimized. By combining insurance with other financial objectives and utilizing a spendable account, clients can maintain consistent premium payments while managing their finances more effectively. Full presentation time: 1h 1m

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
Cash Flow Planning for Insurance Needs
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: Stephanie Holmes-Winton

Stephanie is the CEO and Founder of CacheFlo. The concepts that CacheFlo’s products are based on were developed during her decade working as an independent financial advisor from 2001-2011. She then sold her practice to take her concept and start a training program for other advisors. In 2013 Stephanie launched the Certified Cash Flow Specialist designation program (qualifies for 31 FP Canada-Approved CE Credits). Soon after came the original version of the professional cash flow planning software. Stephanie has written two books on spending and debt, “Defusing the Debt Bomb” and “$pent”. Stephanie has also been a regular contributor in media, including CBC Radio and CTV, and her advice has been featured in publications from coast to coast.