Boom! Managing Sudden Wealth - Full Course
In 2015, Canadian life insurers paid out approximately $160 million per week in death benefits. This is just one part of the immense transfer of wealth from one generation to the next that is happening now. Get on board with the knowledge you need to find and manage sudden wealth, such as that received from insurance proceeds, property inheritance, real estate proceeds, or the sale of a business. Learn how to manage client expectations and risks. Deal with issues like debt, investing, and insurance. Provide solutions. This is a must-do course if you plan to work with this growing market.
In 2015, Canadian life insurers paid out approximately $160 million per week in death benefits. This is just one part of the immense transfer of wealth from one generation to the next that is happening now.
Get on board with the knowledge you need to find and manage sudden wealth, such as that received from insurance proceeds, property inheritance, real estate proceeds, or the sale of a business.
Learn how to manage client expectations and risks. Deal with issues like debt, investing, and insurance. Provide solutions. This is a must-do course if you plan to work with this growing market.
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Table of Contents<br />
1. Hello Money! 4<br />
2. <strong>Sudden</strong> <strong>Wealth</strong> Sources 7<br />
3. What’s Mine; What’s Ours 13<br />
4. Constraints to Consider 15<br />
5. The Decision-free Zone 19<br />
6. The Proverbial Elephant in the Room 23<br />
7. What To Do First 28<br />
8. Will Power 53<br />
9. Ditch the Debt 75<br />
10. How Much is Enough? 76<br />
11. Give It Away 82<br />
12. Save It 93<br />
13. Invest It 121<br />
14. Insurance Needs, Revisited 136<br />
15. Threats to <strong>Wealth</strong> 147<br />
16. A Taxing Concern 152<br />
17. Taking Care 160<br />
18. What To Do Next 163<br />
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