Financial Solutions Across the Complete Financial Advice Lifecycle

This presentation on financial solutions across the complete financial advice lifecycle. The presenter emphasized the importance of the life license brokers' ability to manage both insurance and investments. The presenter detailed the financial advice life cycle into accumulation, transition, and distribution phases, highlighting the need for tailored investment strategies. The presenter introduced Beneva's investment accounts, which offer same-fund, same-MER performance with added death benefit guarantees, and enhanced versions with automatic annual death benefit resets. The presenter also discussed the benefits of GIAs and equity index GIAs for liquidity and risk management, stressing the importance of protecting clients' beneficiaries.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! COMING SOON! Full presentation time: 1h 6m

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 AIC bundles & webcasts) * ICS - 1 Seg Fund credit * ICM - 1 Seg Fund credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

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: Andrew Gardiner

Andrew has been helping financial advisors communicate effectively and deliver exceptional value to their clients for over 25 years. He brings deep expertise across the full spectrum of retail investment products, with a particular focus on insurance-based investments. Known for his ability to simplify complex financial situations, Andrew develops practical investment strategies that drive success for both clients and brokers. A student of the industry, Andrew stays current on macroeconomic trends and developments in global financial markets. His leadership and impact in the field have been recognized with the Top 50 Wholesalers award from Wealth Professional magazine in both 2023 and 2025.