About

Estate Planning Fundamentals


This session focuses on the various issues and aspects of Estate Planning, coupled with the importance of the process, appropriate strategies and how Life Insurance plays a role. Attendees will gain a deeper understanding of the issues as well as some action ideas enabling them to move forward with their clients throughout their lifetimes and beyond.

Our team will address how "Legacy Planning" has demonstrated to be a much more friendly and receptive term and concept for clients as it dovetails with strategies similarly named in Estate Planning.

CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

CE credit offer available until June 17, 2024.
Presenter
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Diana Mick
Manager, Tax & Estate Planning, Empire Life
Diana is a seasoned financial services professional who has been an MDRT level advisor, the top long term care specialist for a major carrier, a coach and trainer for advisors and served as an advanced estate planning specialist dealing with affluent clients at major dealers.

She is recognized for bringing a positive and engaging personality combined with the ability to deliver work effectively in challenging and pressurized environments. She has demonstrated a passionate commitment to developing businesses and teams to meet the changing needs of the field.
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I wish to receive credits for:*
Advocis - includes FISCO, ICIB, IFB (pending)
Alberta Insurance Council (pending)
Chambre de la sécurité financière (pending)
FP Canada (pending)
Insurance Council of Manitoba (pending)
Insurance Council of Saskatchewan (pending)
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