Find The Will Power
A will is an important and powerful document. Now, you can add another feather to your advisor’s cap when you take this course and learn the many reasons you should review your client’s and prospect’s will. This course describes common mistakes made in will preparation and provides a highly useful Asset Inventory form and a Beneficiary Endowment form to use with clients. Here is practical, everyday information to reinforce your value and enhance financial planning.
A will is an important and powerful document. Now, you can add another feather to your advisor’s cap when you take this course and learn the many reasons you should review your client’s and prospect’s will. This course describes common mistakes made in will preparation and provides a highly useful Asset Inventory form and a Beneficiary Endowment form to use with clients. Here is practical, everyday information to reinforce your value and enhance financial planning.
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<strong>Find</strong> the <strong>Will</strong> <strong>Power</strong><br />
Copyright © 2016 CLIFE Inc.<br />
All rights reserved. Any reproduction of parts or all of this course and its contents by<br />
any means electronic or mechanical is prohibited.<br />
<strong>The</strong> information in this book is provided for educational purposes only; it should<br />
not be construed or interpreted as providing advice. Agents and advisors should<br />
always seek guidance from their principals and compliance experts in regards to<br />
informing themselves and others about details of the products they sell and other<br />
considerations of their business.<br />
We welcome all feedback and suggestions for additions to the book. Please send<br />
your comments to info@clifece.ca.<br />
CLIFE INC.<br />
1595 Sixteenth Avenue<br />
Suite 301<br />
Richmond Hill, ON<br />
L4B 3N9<br />
www.clifece.ca<br />
<strong>Find</strong> the <strong>Will</strong> <strong>Power</strong> provides continuing education credits upon satisfactory completion of an online test.<br />
Please see the website for details or email info@clifece.ca.<br />
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