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Edition 63 – Strategies That Resonate: The Truth Is In The Numbers

Edition 63 – Strategies That Resonate: The Truth Is In The Numbers

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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In this edition of Coffee Talks, Advocis welcomed Emily Hsu, Director, Professional Insights at Sun Life to review three specific insurance strategies that can at times become technical. She compared the different ways to structure an insured annuity, ways to access cash in a Par policy, their impacts to the policy, and the effects of reduced paid up vs offset.

Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.

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