Building a Better Business

Small business owners provide a unique challenge in any attempts to create a financial plan for them. Central is their direct and constant involvement in the business. However, this does not change their needs, nor the urgency to protect what they built. This presentation provides a wealth of information that will allow you to find the best perspective to reduce the risks for these small business owners. In addition, Mike layers the Foresters member benefits on top of the solutions presented, to give your clients a new way to give back to their community in a significant way. Full presentation time: 59m

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
Building a Better Business
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: Mike Liem

Michael Liem is the Former Regional Vice-President for Canada Protection Plan, Ontario and has been working in the Financial Industry since 1997. He began his career in the Financial Industry working for Scotiabank and CIBC, where he held roles such as Bank Manager, Small Business Manager and Financial Advisor. Mike has worked in the Insurance Industry since 2009, as an Insurance Advisor and Business Development Manager for another large Insurance company, Desjardins. He joined Canada Protection Plan / Foresters in 2014 and left the company in 2023. Please contact your local Canada Protection Plan Foresters wholesaler for more info.