Uncovering Business Owner Needs & Prospecting with WLRPs

This presentation explores how advisors can uncover disability insurance opportunities with business owners by identifying gaps in traditional group benefits and introducing Wage Loss Replacement Plans (WLRPs) as a strategic solution. It examines the financial consequences of disability, common limitations of group long-term disability coverage, and the importance of protecting high-income professionals and incorporated business owners. Through practical case studies, income replacement calculations, and comparisons of individual disability solutions, WLRPs, and buy-sell funding strategies, advisors learn how to identify ideal prospects, explain the advantages of enhanced disability protection, and integrate income protection into broader business succession and financial planning conversations.

Presentation Preview:

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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: Jamie Kendrick

Jamie Kendrick is a Senior Sales Consultant with RBC Insurance, serving the Southwestern Ontario region. With more than 30 years of experience specializing in Living Benefits sales and marketing, Jamie has built an extensive career helping financial advisors develop insurance strategies that address the financial risks associated with disability and major illness. Throughout his career, Jamie has helped hundreds of clients develop Living Benefits solutions designed to protect their businesses, incomes, and assets. He works primarily with professionals, executives, and business owners, offering individual Living Benefits solutions on both a fully underwritten and Guaranteed Standard Issue basis.