Continuing Education for Financial Service Professionals
Be a Better Advisor This Year
Copyright 2014 CLIFE Inc. All rights reserved. Any reproduction of parts or all of this book and its contents by any means electronic or mechanical is prohibited.
ď Ť Be a Better Advisor This Year is relevant to all those who work in the financial services industry or in association with life insurers. The information in the course is provided for educational purposes only; it should not be construed or interpreted as providing advice. Agents and advisors should always seek guidance from their principals and compliance experts in regards to informing themselves and others about details of the products they sell and other considerations of their business.
ď Ť We welcome all feedback and suggestions for additions to the course. Please send your comments to info@clifece.ca.
CLIFE INC. 1595 Sixteenth Avenue Suite 301 Richmond Hill, ON L4B 3N9 www.clifece.ca
Be a Better Advisor This Year provides continuing education credits upon satisfactory completion of an online test. Please see the website for details or email info@clifece.ca.
Table of Contents
Introduction Know Your Client
4 6
Help Seniors Manage
16
Sell Segregated Funds
22
Mature RRSPs, Don’t Default
27
Insure a Life, Insure a Mortgage
36
Get Going with Travel
45
Be a Fraud Buster
55
Respect Privacy
66
Leverage Your Learning
70
Be a Better Advisor This Year Introduction What does being a better advisor mean? -
To you being a better advisor may mean more clients, more
money, or more job satisfaction. -
Your clients perceive you as being a better advisor when you
serve their needs. You are responsive, informed, and know what is best for them. -
The fundamental job description for a financial advisor is a
person who provides financial advice or guidance to others for compensation. -
You would agree you are better than that!
-
This course gives you some ideas based on products and
services you can provide that will easily move you beyond the fundamental description towards being the better advisor clients and prospects reward with their business. -
Being better at your job does not mean learning about a slew of
new products or services. It does mean applying what you know about what already exists to each client situation. -
Align your knowledge with circumstances and needs. Fit the
square peg to the square hole. -
We will review the following:
o
How the most basic know-your-client information can be
crucially important; o How to help seniors manage their finances; o Why segregated funds deserve your attention; o The four RRSP maturity options; o The need for life insurance to cover the mortgage; o The reasons travel health insurance should not be provided by credit cards and via group insurance; o Whether fraud may be an issue to your clients; o The consequences of a breach of privacy; o How to leverage your hard-acquired learning.
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