How to Eat an Elephant (Making the Impossible Possible!)

This presentation emphasizes the importance of changing perspectives to simplify complex tasks, using examples like interpreting numbers and seeing different objects. The critical role of executors is highlighted, noting 70% of Canadians lack a current will and 98% appoint family members as executors. The presenter discussed strategies for identifying executors, managing assets, and overcoming objections to life insurance. This presentation also introduced the CEA program, which includes a seven-module course and a tax credit, aiming to equip advisors with the necessary skills to navigate estate transfers effectively.

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 1m

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 * MFDA - 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * 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
How to Eat an Elephant (Making the Impossible Possible!)
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: Mark O'Farrell

Mark is CEO of the Canadian Institute of Certified Executor Advisors, current board Chair of the Certified Executor Advisor Network (CEAN), a member of Advocis (The Financial Advisors Association of Canada), the Society of Trust and Estate Practitioners (STEP), the Canadian Association of Gift Planners (CAGP), and a past member of the Conference for Advanced Life Underwriting (CALU). He has been speaking about estate issues and the important role of executors for more than 30 years.