Course content

    1. Materials

About this course

  • $44.00
  • 1 CPD hour
  • Nov. 30, 2022 - 1:00 PM ET

Course description

Contrary to popular belief, life insurance is a very flexible financial solution that can be utilized in multiple different scenarios. Whether that may be growing your wealth on a tax deferred basis without incurring market risk or maximizing your estate value for your family tax free, life insurance proves to be an essential piece of almost every individual’s financial portfolio.

Instructor(s)

Bryan Scott

Bryan D. Scott, B.Comm, CFP, CLU, CHS, CEA, EPC Certified Financial Planner Court of the Table (CoT) of the Million Dollar Round Table (MDRT)

Bryan holds a Bachelor of Commerce degree with a concentration in finance. Since Bryan began his career in the financial services industry in 2012, he has been a member of Advocis, The Financial Advisors Association of Canada. Since 2015, Bryan has also been a qualifying member of the Million Dollar Round Table (MDRT) and as of 2021 has earned the distinction of Court of the Table (CoT) member of MDRT. Bryan strongly believes in education and professional development as he holds several professional designations, most notably the Certified Financial Planner (CFP) designation. Bryan and his team specialize in working in tandem with clients and their accountants in finding solutions that fit their needs and goals.

Stephanie Stewart

Stephanie Stewart, BBA, RHU, CEA, CLU

Stephanie Stewart joined Great West Life in 1998. She has held a variety of positions within the company over years, always supporting Advisors and their businesses.

In 2010 Stephanie joined the GTA Life Insurance support team. She currently serves as an Advanced Case Consultant with Canada Life working with some of the region’s top advisors and their clients.

Stephanie specializes in life insurance integrated solutions in the high net worth market.