Leveraging Canada Life Wealth to Build Your Business

This presentation discusses leveraging Canada Life's wealth solutions to build businesses. The presenter highlighted the benefits of annuities, including guaranteed income, longevity protection, and tax efficiency. Canada Life manages $145.3 billion in assets and partners with 25 global sub-advisors. Key annuity features include short-term rate protection, flexible income start dates, and cash refund options. Segregated funds offer estate protection, high net worth offerings, and various guarantee options. The presenter emphasized annuities' role in mitigating market risks and providing reliable income, especially for retirees and high net worth clients.

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: 44m

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: Julia Raseta

Julia specializes in segregated funds, annuities, and guaranteed solutions. She is based in Toronto and partners with advisors across Northeastern Ontario. Julia is passionate about helping advisors integrate tax‑efficient and retirement‑focused strategies into client portfolios. She is known for her collaborative, advisor‑first approach and for translating complex planning concepts into clear, practical conversations, particularly for retirees and high‑net‑worth clients.