Last unwill and testament
In part four, Jim Ruta reads from his “last unwill and testament,” a comedic, yet serious document that highlights the need for a will and the positive results you can achieve for your clients by ensuring that “good will funding” is in place. The “unwill” uses one of the oldest techniques in the book — humour — to place advisor and client on the same page while planning a successful life insurance strategy. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim Ruta, email Q&A@investmentexecutive.com. Your question may be featured on our next video, so stay tuned.
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