How to Use Living Benefits to Expand Your Practice

This presentation explores how living benefits insurance can help advisors expand their practices by addressing a broader range of client risks beyond death. It examines accident, sickness, disability, hospitalization, and critical illness insurance solutions, demonstrating how these products provide financial protection during a client's lifetime while creating new planning opportunities. Through product comparisons, real-world client scenarios, and sales strategies, the session highlights how advisors can identify unmet needs, position living benefits alongside life insurance, and deliver more comprehensive risk management solutions. Advisors will gain practical techniques to strengthen client relationships, increase policy diversification, and build a more sustainable and resilient insurance practice through holistic protection 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: 52m

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 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: Perry Wong

Perry Wong is a Chartered Accountant with over 25 years experienced in the insurance industry. Author of the book "How to Create a Million Dollar a Year Income". Perry is a leading Living Benefits Specialist managing well over 300 insurance agents across Canada. He has helped hundreds of advisors increase their insurance book of business with his Living Benefit Strategies.