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Insurance Wealth Course

Insurance Wealth Course

Strategies for Protecting Your Customers' Retirement Nest Egg

6/27/2014
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.

Highlights

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


FOR MORE INFORMATION CONTACT

Call: 905-530-2309
Fax: 905-530-2001
E-mail: lomacanada@loma.org