Excited to be one of the Key Speakers on the Main Platform at this year’s Advocis Banff School! For 60 years, Advocis Schools have provided financial services professionals with premier learning and networking opportunities in some of the most beautiful locations in Canada.
The session will give you the “Facts About Retirement” and discuss “Retirement Risks” that your clients are facing. We will look at the role Annuities, Life Insurance and Investments – mutual funds, segregated funds, Real Estate and Alternative investments – play in your clients retirement plan. We will also take a look at a sales strategy story “The Cash Cows”.