Provincial Life Credits: 5 credits (BC, SK, MB, ON; AB: 4.75)
CFP® Certificants: 5 credits (Financial Planning)
How many investors were wishing they had guarantees on their invested principal in the spring of 2020? How many of those same investors have ever heard of segregated funds? The lessons of 2020 will not be quickly forgotten; what better way to implement a stop-loss on a fund investment than by using seg funds?
This course can help you to become a convert to the seg fund cause. There are many benefits to segregated fund investing: show the advantages of guarantees, resets, beneficiary designations, and probate bypass. There is enormous market potential in the increasing senior population. Add the benefits and the market together, and you’ll come out a winner!
This course helps to deliver that winning proposition. You will ramp up your seg fund know-how and learn key advising points to use with clients. Boost product knowledge, and learn what you need to know in an easy-to-read style that is free from manufacturers’ claims. Get excited again about seg funds as a win-win investment opportunity.