Unlocking the Power of Segregated Funds

This presentation the benefits of segregated funds, emphasizing privacy, estate bypass, and capital protection. The presenter highlighted the importance of consolidating assets to streamline estate settlements, using case studies to illustrate his points. For example, Robert and Diana consolidated $950,000 to ensure their sons received their inheritances effectively. Randall and Lillian used a state protection product to guarantee their daughter received $1 million despite market volatility. Nasser's $1.5 million estate bypassed probate, saving $100,000 in costs. The presenter also noted that segregated funds offer liquidity and creditor protection, making them a valuable tool for financial planning.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 52m

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 * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * AIC – 1 Life credit (in bundles) * ICS - 1 Segregated Funds credit * ICM - 1 Segregated Funds credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Unlocking the Power of Segregated Funds
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: Bryan Paolatto

Bryan began his journey as a Financial Advisor with Freedom 55 in 2018 and most recently spent time under the Group Customer division at Canada Life, supporting financial consults with positioning insurance and wealth products to help plan members achieve their financial goals. With a robust background in the financial industry, Bryan excels in helping advisors navigate the intricacies of insurance-based wealth solutions. Bryan is responsible for partnering with MGA & National Account advisors across Southwestern Ontario to unlock products and solutions that align with their client's needs. Bryan is known for his strategic initiatives, commitment to client success, and a proven track record of fostering strong relationships. Outside of work, Bryan is the head coach of a AAA hockey team in London and enjoys spending time at the cottage with family and friends.