We’ve had more inquires asking if the Webinar is being repeated. We are running one more Webinar on Wednesday, April 20th at 9 AM (PST)
Learn the 3 most important changes happening to ULs, and the current market opportunities you have with our limited deposit ULs until the end of this year. Also a recap of our Guaranteed Market Indexed Accounts (GMIA) investment option in our UL – participate in the upsides of the markets without any downsides.
Here is the Speaker’s Bio:
With over a decade of advanced marketing experience in the financial services industry, Pierre has an extensive background in financial and estate planning strategies including generational wealth transfer, corporate owned life insurance strategies, and the design, implementation and funding of Supplemental Executive Retirement Plans (SERPs) and other employer sponsored Registered Pension Plans (RPPs).
In October 2011, Pierre joined BMO Insurance as Business Development Manager for Advanced Markets. In 2013 he was promoted to Senior Business Development Manager.
Pierre’s primary mandate today is the promotion of advanced case strategies within the independent advisor channel. He works closely with advisors across the country to help package and sell to the affluent market. In addition, Pierre is active in supporting the product and concept development team at BMO Insurance.