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Insurance Wealth Course

Insurance Wealth Course

Strategies for Protecting Your Customers' Retirement Nest Egg

June 27, 2014
Sun Life Financial, Waterloo, Ontario
The Insurance Wealth Course provides business leaders and managers from all levels and functional areas with a comprehensive overview of the wealth products available through life insurers in Canada – and the important role they play in the booming retirement market.


Instructor Kam Kwong draws on 25 years of wealth experience to provide an in-depth look at:

  • Sources of retirement income for Canadians
  • Key features and advantages of investment products offered by insurers, including segregated funds and annuities
  • Product strategies and sales concepts to safeguard your customers' retirement nest egg
  • The role of manufacturers, distributors and regulatory agencies


Call: 905-530-2309
Fax: 905-530-2001