Product and strategy specialist for individual and corporate life, disability and critical illness insurance. LLQP licensed, Certified Health Specialist accreditation.
Expert in sales concepts and insurance product knowledge for financial advisors and clients. Life, disability, critical illness. Which options are best for the needs of the client, and sales tips for financial advisors. Concepts such as: Prospecting ideas, Scripting ideas, Sales Roleplays, Critical Illness to protect RRSPs, Disability - why you/clients need it, Estate Preservation,Term to Permanent opportunities, Insured Asset Transfer, Corporate Asset Transfer, Charitable Planned Giving, Immediate Financing Arrangement, etc.