Transcript No Slide Title

Qualified Financial
Services’ training
programs are a “Must
Attend” for anyone
serious about the
Insurance business
Available to all
brokers,and brokers in the GTA
who are interested in the
business market and increasing
their sales.
30 CE or PACE credits
available
(approved by CAIFA)
Course # CE6831
DATE:
Feb 16th – May 17th, 2004
TIME:
5:00 pm – 6:30pm
Qualified Financial
Services
Presents
CAIFA’S
BUSINESS
INSURANCE
COURSE
LOCATION:
Boardroom
3625 Dufferin Street, Suite 340
Toronto,Ont.
M3K 1Z2
A Thirteen week program
with Don Hart RHU and
Guest speakers
LIMIT:
15 Attendees
BOOK EARLY !
CONTACT: Nicole Drvodelic
at 416-630-4000 ext 300,
1-800-263-4570 ext 300 or
mailto:[email protected]
The Ins and Outs of the
Business Insurance Market
cont’d...
Some Topics Covered
Program Leaders:
This is a highly interactive
program facilitated by:
Don Hart RHU Don has over
20 years experience in the
financial services industry and
has facilitated over 600 seminars
and workshops.
Guest Speakers
Howard Johnson
CA,CMA.MBA,CBV,CPA
is
the co-author of the book ”The
Valuation of Business Interests”.
He has been involved in Bus.
Valuation, Acquisition, Divestiture
and related assignments
throughout North America.
Mitchell Singer B.Sc.,LL.B.
Estate and Tax planning
Consultant Mitch has
moderated this course several
times over the last year and is
very knowledgeable regarding
the application of insurance in
the business market.
Who should attend?
This program is specifically designed for those
who are interested in working in the business
insurance market. It would be helpful if you
had at least 1 year of sales experience and
have previously made business insurance
sales.
A working knowledge of the issues In this
market would be helpful.
1. Selling from Financial Statements
2. Sole Proprietor
3. Commercial Partnership
4. Professional Partnership
5. The Corporation
6. Cross-Purchase or Share Redemption
7. Key-Person
8. Split Dollar Plan(Shared Ownership)
9. Business Needs for Accident / illness
10.Business Valuations
11.RCA’s
Format of Sessions
Each unit will begin with a discussion
regarding the previous weeks assignment.
A round table discussion will follow,
topped off with an in-depth review of the
current weeks topic.
The training is completed with an exam to
which 60% must be reached for the CE
credit.”100% success rate”
A fee of $75.00 will be charged for the
Study manual. This fee is due at the time of
registration. Please register by
Monday, February 9th to ensure that the study
Manuals can be produced on time