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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. 1

    Making a Suitable Sale

    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

Alan Hoffman

About the Presenter: Harley Kizner

After spending the past few years wholesaling for another major insurance carrier, Harley Kizner joined Equitable in July 2024 as Director, Investment Sales for Southwestern Ontario. Harley is eager to help his advisors grow their business through the unique value propositions offered on the Equitable investment platform. In his spare time, you can catch Harley playing the guitar, watching Formula1 racing or keeping up on the latest trends in the world of watches!

Making a Suitable Sale

Adopt a needs-based sales approach today! Use the CLHIA's proven four-step process to tailor solutions like segregated funds, ensuring creditor protection, estate planning, and guaranteed returns for your clients. Start with thorough fact-finding!  Click “Start Course Now” to get started!

$20.00

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