Incorporating Canada Life Annuities

Everyones needs revolve around the benefits of annuities as customizable contracts providing a guaranteed income stream. Speakers emphasized the importance of estate planning and financial responsibility in handling large sums of money. The presenter highlighted a client with a drug addict daughter, stressing the need for a plan to ensure responsible inheritance management. Annuities were also discussed as a means of transferring pensions and reducing estate fees, with speakers emphasizing the tax advantages and structuring options available for pensions. Understanding the different types of annuities and how they can provide financial security for clients was also emphasized, even in cases where clients are selling their houses late in life.

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How to Earn Your CE Credit?

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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
Incorporating Canada Life Annuities
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: Michael Edmison

With over 12 years of well-rounded industry experience in the financial sector, there is nothing Michael holds more valuable than customer service. He knows that your clients are important to you and that you expect prompt, knowledgeable, engaged service and advice. Michael has a proven track record of delivering a high degree of value through in-depth counsel to the advisors he works with. Michaels rare combination of retail, private wealth and commercial banking experience helps him dissect complex situations faster and provide customized solutions to meet every aspect of your clients’ needs.