Canada Life My Par Gift

This presentation introduces you to an innovative product designed for charitable giving. Launched in 2023, the product simplifies charitable donations by offering a single, tax-deductible premium, eliminating the need for ongoing payments. It addresses common challenges in traditional insurance gifts, such as financial underwriting and servicing complexities. The product has seen success across various donation amounts, from $10,000 to seven-figure gifts. It offers flexibility through options like joint contracts, enhancement, and cash dividends, tailored to donor and charity objectives. The presentation emphasized the product's simplicity, innovation, and tailored servicing, highlighting its potential to enhance donor-charity relationships and tax efficiency. Discover a new way to assist your clients to make their wishes a reality, while reducing their CRA bill.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 1h 3m

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 bundles/packs) * CSI - 1 Professional Development credits (in bundles/packs) * 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
Canada Life My Par Gift
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: Evan Connell

For more than a decade, Evan has worked in several sales roles including Life Manager and Sales Consultant for Canada Life, focused on life insurance, and living benefits planning. His territory spanned across Central Ontario providing support for advisors focused on insurance planning. He currently helps to create innovative insurance tools and sales strategies to support wholesalers and advisors across Canada in having important financial, estate and legacy planning conversations with clients. 