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Advocis Presents: 
A Coffee Talk Webinar
Leveraging Life Insurance for the Family Bank Principle 

2021 Series - Episode nineteen: Leveraging Life Insurance for the Family Bank Principle
 

Life insurance is a cornerstone of building and keeping wealth within the family – and when working in the high-net-worth or ultra-high-net-worth space, the way these conversations are initiated and moved forward can help clients clearly understand and support a comprehensive intergenerational strategy.

Join us on October 5th at 11:00 am EDT for a Coffee Talk as Advocis welcomes Sylvie Amar, Vice-President, Product Strategy & Advanced Markets at Financial Horizons Group as she walks participants through a detailed case study that exemplifies the role that life insurance plays in protecting and fostering intergenerational wealth through an explanation of the “Family Bank Principle” – a optimized approach to ensuring that wealth is positioned wisely as it is handed down. 

Please refer to the chart below for your local timezone:
 

As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot! 

This episode of Coffee Talks has been approved by The Institute for 0.5 CE credit.

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.