Safety in Numbers

The media and mortgage holders across Canada have pointed to the increase in interest rates as their worst experience in a generation. However, there is a flip side to interest rate increases... Annuities! This presentation a guaranteed win for your older clients looking for a way to provide the best long term outlook for their retirment lives. The Guaranteed Income Enhancer provides your retired clients with an opportunity that has not existed in a generation. Full presentation time: 53m

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 * MFDA - 1 Professional Development credit (in MFDA bundle) * CSI - 1 Professional Development credit (in MFDA bundle) * 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
Safety in Numbers
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: Shawn Redford

For more than 25 years, Shawn has been fortunate to have experienced many facets of the financial services industry ranging from personal and commercial banking and lending, to investment and insurance planning. Shawn is an honours Commerce graduate of McMaster University, where he majored in Finance and minored in Economics before starting his career with one of Canada’s largest banking institutions. While working as an independent advisor, Shawn developed a unique financial planning process that helped him to become one of the top representatives in the country, with what was then Canada’s largest MGA. So, he appreciates the challenges you face every day. In his role at Beneva, Shawn is the Senior Director-Business Development, covering the southwestern region of Ontario. He’s responsible for educating and providing consultative services to financial professionals…however, his passion is identifying new ways for you to grow your business.