Provincial Life Credits: 5 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 5 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 5 credits (Financial Planning)
As small businesses recover from the setbacks of 2020 their owners may be more aware of their personal and business vulnerabilities. It may be time to begin a conversation that can address their fears.
Further, some businesses are more or less unaffected by the pandemic, and a few others are in a position of business growth. Their owners have had a reality check and they may better recognize their need for life and disability insurance to fund buy-outs and personal needs. You’ll learn how to protect their personal and corporate interests by appropriate insurance coverage. Plus, you’ll learn the top tips for an exit strategy.
This is a condensed version of the 10-credit course by the same name. It will build your expertise and confidence in order to excel at the business insurance market when that market is ready for you.