Segregated Funds: Get the Empire Life Advantage

This presentation focused on the benefits of segregated funds and the importance of using client-focused language such as "save money," "guarantee," and "results" to enhance engagement. It introduced three core contract options—75/75, 75/100, and 100/100—each designed to meet different client needs. The 75/75 contract is ideal for younger clients and business owners, offering lower management expense ratios and creditor protection. The 75/100 contract suits older clients seeking full death benefit protection, while the 100/100 contract is tailored for clients transitioning from RRSPs to RRIFs. The presentation also emphasized the advantages of annuity settlement options and the efficiency of using a streamlined, fast and full investment application process.

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 General credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * AIC - 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
Segregated Funds: Get the Empire Life Advantage
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: Ian Kerr

Ian brings extensive investment knowledge and experience to the advisor partnership. His responsibilities are to advisors in the MGA and National Accounts distribution channels. Among these responsibilities are providing education on investment product offerings and ongoing enhancements, with a focus on assisting in the building of quality investment practices. Ian holds a B.Sc. Finance from Alabama State University, where he attended on a golf scholarship. Ian is a past board member with the Herbie Fund through the Hospital for Sick Kids. Currently, he is a member and past chairperson of the Proud Partners Golf committee where all proceeds go toward supporting the construction of the new Mackenzie Health hospital in Vaughan, Ontario.