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Edition 46 – Susan Kerr

Edition 46 – Susan Kerr

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Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.

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Financial Underwriting: Does it Make Sense? In this edition of Coffee Talks, Susan Kerr, Director of Special Case Operations at Manulife walked Advocis members through the basics of financial underwriting as it relates to income protection, after which she moved on to advanced concepts like estate considerations, key person and business valuation, charitable giving, and tax sheltering.

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