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Industrial Alliance: Segregated Funds

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

Please join Hilda Ng, from Industrial Alliance on, Tuesday, May 16th, from 11:00 am to Noon at LifePlan Boardroom.

Below are some of the points, she will mention in her presentation:
• Segregated Funds estate planning strategies
• How segregated Funds can be useful for the small business market
• How maturity and death benefit guarantees work
• Sales concept

Later Event: May 24
TD Lunch & Learn