29th May 2014
Canada Life’s June webinar events - CPD opportunity
We are delighted to announce our programme of webinar events for June. Please see below a brief description of each event and details of how to register. Each webinar will be hosted by a member of our award winning ican Technical Services Team or our E-Business Team.
3 June and 26 June: Best of Both Worlds demonstrates how the Flexible Reversionary Trust works and how it may, for the right client, offer the best estate planning solution.
5 June: Ease of doing business will give an overview of our online tools including valuations, submission of business and access to the independent risk profiler and tax wrapper selection tools.
10 June: The Bond is Back considers what factors should be borne in mind when making the wrapper decision and some of the implications of getting it wrong.
25 June: A demonstration of the Tax Wrapper Tool which can help you select the most suitable tax wrapper for your clients and give an independent audit trail to justify your investment recommendations.
26 June: Satisfying the client's appetite for risk will include a brief demonstration of the Dynamic Planner risk profiling tool which you can use to determine your client’s risk profile and the most appropriate assets.
Click to register for any of these events or to view the full event details and speaker information.
All attendees will receive a CPD certificate by email after each event.
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