What's Old is New Again

This presentation revisits the timeless principles that have helped advisors build successful practices for more than six decades, demonstrating that while technology, products, and client expectations have evolved, the foundations of trust, relationships, and professional integrity remain unchanged. Drawing on the experience of Bruce Etherington and Brian Heaney, the session explores how mastering one core financial strategy—cash value permanent life insurance—can create planning opportunities across wealth preservation, tax efficiency, retirement, estate planning, and business succession. Advisors will learn the importance of consistent prospecting, relationship building, referral generation, ethical selling, and lifelong learning while discovering how modern technology can enhance, rather than replace, authentic client relationships. The presentation reinforces that long-term success is built through disciplined activity, technical expertise, and unwavering commitment to serving clients with integrity.

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 7m

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: Bruce Etherington

A fully accredited financial planner with a specialty in life insurance, Bruce holds the CLU, CHFC and CFP designations. His firm, Bruce Etherington & Associates, specializes in “Family Harmony and Philanthropy” and achieved the objective of creating $1 billion for charities and not-for-profits in the first decade of this century. A renowned speaker, Bruce has spoken to virtually every major insurance and financial planning organization in the world. He has appeared 25 times on the program of the Million Dollar Round Table (MDRT), which is considered by many to be the preeminent sales organization in the insurance and financial planning industry. His books “See The People” and “Reflect & Prepare” are international bestsellers, as are his CDs, which continue to change the lives of salespeople around the world.

About the Presenter: Brian Heaney

Brian is a seasoned leader in the Canadian financial services industry with a career spanning 4 decades. Known for his leadership, mentorship, and ability to build high-performing teams, Brian dedicated his professional life to helping advisors grow their practices and better serve high net worth clients In 2010 he assumed the Director's Role for Bruce Etherington's Mentorship Program and E-Group Associates organization. Golf replaces his long-time interest in basketball these days when the sun shines!!