Planning Your Retirement with Critical Illness Insurance

This presentation explores how critical illness insurance can be integrated into retirement planning strategies to help protect retirement income, preserve assets, and maintain financial security in the event of a serious health condition. It examines the financial impact that illnesses such as cancer, heart attack, and stroke can have on retirement savings, lifestyle, and long-term planning objectives. The session highlights how critical illness insurance can provide tax-free funds to cover medical costs, supplement income, reduce pressure on investment assets, and support recovery without compromising retirement goals. Advisors will gain insight into identifying suitable client needs, positioning coverage within broader retirement and risk management plans, and demonstrating the value of proactive health-related financial protection as part of comprehensive retirement planning.

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 Financial Planning credit * CIRO (MFD)- 1 Professional Development credit (in bundles) * CIRO (ID)- 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 A&S credit (in AIC bundles & webcasts) * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance 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: Barry Rubin

Barry has over 20 years experience in the Financial Services industry including over 12 years with Beneva. After spending three and a half years as an inside sales representative, Barry transitioned into the business development role for Insurance & Investment products Barry’s role at Beneva is to partner with successful advisors to help grow their business.