You are invited to Join Brent Swatuk Of Canada Life Canada Life Participating Whole Life for a luncheon followed by a Participating Whole Life Session •You can expect.
Download ReportTranscript You are invited to Join Brent Swatuk Of Canada Life Canada Life Participating Whole Life for a luncheon followed by a Participating Whole Life Session •You can expect.
Slide 1
You are invited to Join
Brent Swatuk
Of
Canada Life
Canada Life
Participating Whole Life
for a luncheon followed by a
Participating Whole Life Session
•You can expect brief history, the
mechanics of the product, Canada
Life’s Wealth and Estate Achiever
product overview.
•We’ll discuss target markets and
how to present and talk about this
very important tool.
•We will examine WL versus UL
and the applicability of both these
products to the clients you’re
currently working with.
•We will discuss some recent
cases that have been closed using
this powerful product.
Where:
Qualified Financial
Services’ Boardroom
When:
Tuesday, July 22nd
Time:
Luncheon
12:00 noon – 1:00 p.m.
Canada Life Session
1:00 p.m. – 3:00 p.m.
Who Should Attend???
• Advisors working with clients that
buy over funded UL.
• Clients that have brought WL
in the past.
• Clients with tax liabilities and estate
tax problems.
• Advisors who work in the corporate
insurance marketplace.
Hosted By: Brent Swatuk
Space is limited! Make sure to reserve your seat soon!
Contact Angela at 647-776-4022 or email [email protected]
You are invited to Join
Brent Swatuk
Of
Canada Life
Canada Life
Participating Whole Life
for a luncheon followed by a
Participating Whole Life Session
•You can expect brief history, the
mechanics of the product, Canada
Life’s Wealth and Estate Achiever
product overview.
•We’ll discuss target markets and
how to present and talk about this
very important tool.
•We will examine WL versus UL
and the applicability of both these
products to the clients you’re
currently working with.
•We will discuss some recent
cases that have been closed using
this powerful product.
Where:
Qualified Financial
Services’ Boardroom
When:
Tuesday, July 22nd
Time:
Luncheon
12:00 noon – 1:00 p.m.
Canada Life Session
1:00 p.m. – 3:00 p.m.
Who Should Attend???
• Advisors working with clients that
buy over funded UL.
• Clients that have brought WL
in the past.
• Clients with tax liabilities and estate
tax problems.
• Advisors who work in the corporate
insurance marketplace.
Hosted By: Brent Swatuk
Space is limited! Make sure to reserve your seat soon!
Contact Angela at 647-776-4022 or email [email protected]