Retirement Planning with Life Insurance

Member: $14 / Non Member: $23

This presentation provides strategies advisors can use to help their clients diversify their retirement savings plan with life insurance. Current trends and challenges in planning for retirement are reviewed. Life insurance is positioned as a complement to other saving vehicles such as Registered Pension plans, Registered Retirement Savings Plans, Private Pension Plans, and Tax-Free Savings Accounts. The tax advantages of this diversified approach are detailed. The presentation will also show how critical illness insurance can help protect retirement savings from the financial impacts of a serious illness. A case study will be used to highlight key sales strategies. The presentation will also include an overview of Foresters Financial and Member Benefits.

  • FP Canada: 1 Practice Management (#11921)
  • MB: 1 (#40331)
  • AAC: 1 A&S, 1 Life, (#62727)
  • MFDA: 1 Professional Development, (#1000001660)
  • BC: 1 Life and/or A&S , (#40331)
  • ON: 1 Life
  • SK: 1 Life

IFB Members - To access Member pricing, please make sure you are logged into your IFB account and your web browser has Cookies enabled.

Complete the payment process for access to this course