Building a Stronger Investment Portfolio

This presentation explores how permanent life insurance can strengthen an investment portfolio by complementing traditional non-registered investments with tax-efficient wealth accumulation and estate planning benefits. Through a detailed case study, advisors compare investing in taxable accounts with using participating whole life insurance to enhance after-tax outcomes, increase retirement income flexibility, and improve estate value. The session examines key concepts including tax-deferred growth, cash surrender values, policy loans, and the tax-efficient transfer of wealth through the death benefit. Advisors will gain practical insight into identifying suitable client situations, evaluating long-term outcomes, and integrating permanent life insurance into retirement, investment, and legacy planning strategies to build stronger, more resilient portfolios.

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 0m

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 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: Brett Medland

Brett joined Equitable in 2025, where he works with insurance advisors throughout Southwestern Ontario to provide case consultation, product education, and business development support. With previous leadership roles since 2014 at an MGA and prior to that was a wholesaler with another major carrier, Brett brings extensive experience in wholesaling, advisor training, and advanced insurance planning. Brett’s background in financial analysis, relationship management, and advisor education enables him to translate complex insurance concepts into practical strategies that help advisors better serve clients and grow their practices. Brett is passionate about supporting advisors through education, collaboration, and innovative planning solutions, and obtained his CLU Designation.