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Equitable Life: Non Face-to-Face Applications

  • Lifeplan Financial 3298 Tennyson Avenue Victoria, BC, V8Z 3P3 Canada (map)

Please join John Perre of Equitable Life in our boardroom for a presentation where he will be introducing a process that will allow advisors to submit Non Face-To-Face applications online.

1st SESSION: E-Application NFTF (Non Face-to-Face)
2nd SESSION: The 4 Preferred solutions sales concept utilizing permanent Insurance (Right timing before bill C43).

Muffins and CE credits will be provided.

Earlier Event: May 4
PPI Webinar: PPI Toolkit Training
Later Event: May 18
Manulife: New Seg Fund Product