2017 Personal Advisors Virtual Conference - Engaging Executors: Powerful Allies in Estate Lending Opportunities
February 22 2017 10:30 am to May 18 2017 8:00 pmMay 23 2017, 1:00 pm to 2:00 pm
May 18 2017 8:00 pm
Who Should Attend
Estimates are that 70% of Canadians don’t have a current will. Further, 43% say they haven’t given “any thought” to their estates. The potential result: executors facing nightmare situations with one of their greatest challenges – liquidity!
You are in the ideal space to intervene if you know how to engage with those who have vested legal and moral responsibilities for successful estate settlement -- estate executors.
In this session you’ll learn:
- about the overwhelming problems that can arise without proper planning and the remarkable outcomes that can arise with proper planning
- how to start the conversation that no one is having by engaging with executors, the most trusted and influential people in testators’ lives
- through mini-case studies, about the opportunities you have for building key relationships and business.
Following this session, you’ll be looking for...(See More)