Building a Better Business

This presentation discussed strategies for serving small businesses, emphasizing the importance of life insurance. The presenter highlighted that 98.1% of Canadian businesses are small, with 63% being family-owned. Key sectors include construction (16.4%), professional services (14.4%), retail trade (11.5%), and accommodation (8.2%). The presenter stressed the need for business continuation plans, noting that 66% of North American family businesses lack them. Strategies like key person coverage, buy-sell agreements, business loan protection, and corporate retirement plans were detailed, along with their benefits and case studies. Foresters Financial's fraternal benefit society model was also highlighted.

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 2m

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 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Building a Better Business
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: Monica Rehal

With over 7 years in insurance and investments, and nearly 18 years of sales, supervisory, and managerial expertise, Monica is a demonstrated and results-oriented sales professional. Her dedication lies in delivering optimal insurance solutions to the Canadian market, addressing the unique financial needs of clients and their families. Monica's edge stems from her extensive experience selling Canada Protection Plan and Foresters Financial products, strengthening her ability to assist advisors across the country with the same level of care and integrity she has consistently provided her clients. Monica is fluent in English, Punjabi, and Hindi. This multilingual capability has allowed her to cater to clients from diverse backgrounds, and she is eager to channel that same enthusiasm into supporting advisors in their business goals. Monica serves as a valuable resource for all advisors and encourages you to connect with her for any sales support, inquiries or concerns you may have. Monica is eager in her commitment to assisting you in business growth and ensuring exceptional service to your clients.”