CALU Member Login

Email Address:
Password:
Forgot Password

Living Benefits Webinars

September 16, 2020

1:00pm - 2:00pm ET

Breathing Life into your Living Benefits Sales

This session provides field-tested ideas on how Advisors are positioning Living Benefits to their clients. Topics include illustrating the business owner’s unique CI risks, positioning CI to the affluent and pre-positioning away common objections. Keith will also share how top Advisors are helping their clients make decisions on amounts and style of coverage as well as how they are pre-selling and placing modified offers. You will leave this session with an increased passion for Living Benefits and immediately implementable approaches and language for your next meeting.

Practical Intermediate Basic

Speaker:
Keith Leech, CFP, CLU, CHS, CHFC, Owner, Context Planning Ltd.

Moderator: 
Chris Riddell, Pension & Insurance Advisor, Wise Riddell Financial Group

2:15pm - 3:15pm ET

The Future of Long-Term Care in Canada – Time to Act!

This session will deliver an eye-opening review of the findings produced by the National Institute of Aging report supporting the immediate need for more consideration of long-term care and living protection. Dr. Sinha will discuss the current provision of long-term care across Canada and place it within the global context of comparable countries. He will highlight current challenges, present evidence-informed opportunities, and discuss innovation in these growing and important areas of care. We will address opportunities and solutions to use this information in your practice and in living planning, for individuals and small businesses. You will leave this session with an increased appreciation for the importance of planning for living years.

Practical Intermediate

Speaker: 
Dr. Samir Sinha, MD, DPhil, FRCPC, PhD, Director of Geriatrics, Mount Sinai

Moderator:
Jeff Wilson, Managing Partner, Sabre Strategic Partners