Planning Your Retirement with Critical Illness Insurance
Member: $14 / Non Member: $23
Planning Your Retirement with Critical Illness Insurance" explores the importance of considering morbidity and the potential impact of a critical illness on long-term retirement strategies.
Andrew Oswald of Beneva discusses the psychological reasons behind clients' focus on potential gains in investment accounts and the avoidance of discussing critical illness insurance. Discover why retiree and pre-retiree clients must view their own health as a significant risk to their retirement plan and learn steps to mitigate the financial impact of critical illness, enabling you, as their trusted advisor, to address the subject effectively.
- FP Canada: 1 Financial Planning (#11923)
- MB: 1 (#40333)
- AAC: 1 A&S, 1 Life, 1 General (#62729)
- MFDA: 1 Professional Development, (#1000001663)
- BC: 1 Life and/or A&S , (#40333)
- ON: 1 Life
- SK: 1 Life
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