Edition 50 – Mark Davis

Edition 50 – Mark Davis

Advocis Coffee Talks

About Coffee Talks

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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Life Insurance and the Wealthy

In this edition of Coffee Talks, Mark Davis, MFin, CFA , Director of Professional Insights at Sun Life discusses how to help show wealthy clients how they can meet their protection needs and get a better return on their safe money assets – without taking on more risk.

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