Next Generation Planning

Have you ever considered Juvenile Poilcy sales as the backbone of your practice? Consider that children grow up, they have a longer term need for your Financial Planning advice, and they are going to be the recipient of an inheritance, usually from another one of your clients, either a parent or a grandparent! This presentation reframes the discussion of Juvinille Insurance from "Insurance on the child", to "Insurance FOR the child". This presentation gives you an amazing set of tools to speak to your clients about providing one of the greatest gifts that they can provide to the youngest generation of their own family.

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 0m

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
Next Generation Planning
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: David Hutchison

After a 2-year stint as a sports broadcaster covering the OHL hockey and local sporting events in the KW, Guelph and surrounding areas, David began his career in the industry in October of 2009 joining a carrier in the Policy Owner Services Dept. After a year of learning the ropes, his affinity for working directly with people led him to the sales team where he took the role of Inside Sales for Canada and assisted the external wholesalers, advisors and MGAs across the country. In 2012, he was promoted to Director of Sales, Eastern Ontario and then to Regional Vice President in 2018. In February of 2021, David joined Equitable Life as the Regional Life Sales Manager in Southwestern Ontario with a focus of supporting the advisors and MGAs in the region, while partnering to help grow their business with the strong product offering and immense resources that Equitable Life provides.