The Customer Always Wins

This presentation discussed strategies for financial planning, emphasizing the integration of TFSA, RRSP, and insurance. The preseter highlighted the benefits of having both TFSA and cash value insurance, noting that clients should diversify their retirement assets. The preseter also introduced quick-pay critical illness coverage, which allows for faster payouts and additional life insurance benefits. The preseter presented a case study showing a 58% increase in income using insured annuities compared to GICs, even with interest rate fluctuations. The preseter stressed the importance of advisors providing tailored financial solutions to meet clients' unique needs.

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 8m

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 General credit * MFDA - 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * AIC – 1 Life credit (in bundles) * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
The Customer Always Wins
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: Chris Paterson

In 1995, Chris began his career in the financial services industry at a major financial institution, where he worked in a number of sales management and wholesaling roles across Canada. Since then, he has accumulated over 28 years of experience supporting and training advisors while working on complex solutions for client financial strategies. With a career scope encompassing insurance, investments and technology consulting, Chris has previously led a national insurance wholesaling team, and was recently responsible for national initiatives focused on advisor recruitment, practice management, tax and estate planning, and advisor training for a major insurer. Chris’ advisor support philosophy is to avoid leading with product-focused discussions, relying instead on strategic business planning strategies to help advisors and distributors assist their clients in achieving their lifestyle and estate aspirations. Once he understands the client needs and advisor practice focus, he prides himself on offering support via extensive knowledge of innovative product solutions. In his spare time, he also coaches baseball and basketball, and has previously sat on the board of a charity benefiting autistic children. Chris lives in the east GTA with his wife, Susie, and their 3 sons. He is an avid fan of sports, music, and literature, and loves to travel.