Find out how IG Wealth Management and Canada Life partner to support your advanced insurance opportunities. This presentation will provide strategies to use as conversation starters to help demonstrate the role of insurance within a client’s financial plan.

How do you advance discussions about life insurance with business owner clients?  You need to know two things: 1) what life insurance can do for them, and 2) relevant information about your client. This presentation covers both these topics to help you focus your discussions about estate planning with business owner clients.  Review core life insurance needs.  Learn how to obtain the information you need to know to position life insurance as a solution for these needs.  Also, learn to identify whether the client has an opportunity for using life insurance as a financial product for growing personal wealth and estate value. This presentation also has a case study that ties together the insurance needs and opportunities concepts. 

Stay closer to your wealth with Canada Life’s Wealth Achiever Plus

Find out how Canada Life’s Wealth Achiever Plus can meet the unique needs of business owners. This presentation also speaks to Immediate Financing Arrangements and how this can reduce clients’ additional collateral needs, especially when combined with the Wealth Achiever Plus par product. 

Join Mark as he speaks with Lee and Veena about their experiences in the insurance industry and how they navigate connecting with their clients through life's most vulnerable moments.