Getting the Competitive Advantage You Need

Clients need their Financial Advisors when they have a problem that we can solve. When they are concerned about retirement, we talk to them about investments. When Covid hit, we talked to them about life insurance. Now that the world is moving into a post-Covid environment what are they concerned about? This presentation discusses how to protect against the ordinary. A hospital visit, an accident, an out patient treatment, or even having a baby. While these are the everyday experiences of Canadians, what would happen to your business if you could provide your clients with a cheque if any of these things happened? The change to your business would be significant. 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
Getting the Competitive Advantage You Need
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: Perry Wong

Perry began his career in the financial services industry 23 years ago as a Chartered Accountant at one of Canada’s largest accounting firms. His desire to help the average Canadian family led him to pursue certifications in Wealth Management and Tax-Advanced Investment Strategies. In September 2015, Perry officially joined Juggernauts Financial. Seizing the virtually untapped need for “living benefits” in a market saturated by life insurance, Perry built a team of over 300 licensed agents responsible for producing over 44.5 million in Annualized Premium since mid-2016. In Perry’s opinion, Living Benefits is the place to be!