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Universal Life: Past, Present and Future

Understanding universal life insurance and how it is evolving for the benefit of your clients and your practice

Presented by Jim Virtue
 from 15:00 to 16:00 ET

Thursday, April 6, 2017 from 3:00 to 4:00 pm ET – Complimentary Webinar

Universal life (UL) insurance products have undergone drastic changes in the face of low interest rates and new tax rules. Despite the challenges facing UL, these policies continue to provide an attractive life insurance option for many Canadians. In this webinar, learn how UL has changed over the years, and explore strategies for selling UL and helping clients get the most from this dynamic product.

Presented by Jim Virtue, President and CEO at PPI Solutions.

Jim Virtue leads PPI Solutions, one of the insurance marketing organizations operated by PPI. He is also executive vice president at the PPI group of companies. A chartered accountant, Virtue held various senior positions with trust and life insurance companies before becoming an independent life insurance advisor in 1995. He purchased an MGA in 2000, and grew the firm until becoming part of PPI in 2010. Virtue holds his Certified Financial Planner and Chartered Life Underwriter designations.  He is a member of the Conference for Advanced Life Underwriters and is the incoming chairman of the Advocis national board. Virtue is also past chairman of The Institute, and former president of Advocis (Calgary).

The webinar has ended. Watch the replay, take the quiz and earn CE credits in CE Place.

(Note: You must log in to CE Place to watch the replay.)

Read: A universal approach

 

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