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Expand/collapse block 2017 Personal Advisors Virtual Conference - Engaging Executors: Powerful Allies in Estate Lending Opportunities

2017 Personal Advisors Virtual Conference - Engaging Executors: Powerful Allies in Estate Lending Opportunities

CUSOURCE / 7. Online Training Sessions/Webinars / 7.7 Personal Lenders Virtual Conference

Course Code

EMP-LVF-PLEEE03-WBN

Fee

$110.00

Status

Closed

Registration

February 22 2017 10:30 am to May 18 2017 8:00 pm

May 23 2017, 1:00 pm to 2:00 pm

Cancellation Deadline

May 18 2017 8:00 pm

Location

ONLINE

Who Should Attend

Employees

Event Description

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...

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