Taking Care of Business: Opportunity Spotting with Business Owner Clients

This presentation highlighted the importance of addressing financial issues for business owners at different stages: developing, growth, and mature. Key points included the need for business continuity, succession planning, and the use of corporately owned life insurance. The presenter emphasized the benefits of life insurance as an asset class, such as tax efficiency and the capital dividend account (CDA). Also discussed were strategies like immediate financing arrangements and corporate estate transfers to ensure smooth business transitions and financial security. The presentation underscored the role of advisors in identifying and addressing these 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 5m

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
Taking Care of Business: Opportunity Spotting with Business Owner Clients
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

Formerly of Equitable Life. 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.