NAVIGATE TO OUR EPISODES: Setting The Stage Assessing Your Estate Crafting Your Legacy Blueprint 1. Setting The StageMike introduces the concept of legacy planning, emphasizing its importance in leaving a lasting impact beyond financial assets. Gord and Oliver...
Timely and educational insights
Topic: Insurance
Webcast: ADꓯPT™, The Accountants’ Proactive Process
This content has been prepared by TriCert Insurance Agency Inc. The information and opinions presented in this presentation are for general information only. It should not be considered as professional advice or a recommendation. Any opinions in this presentation are...
Educational Series Podcast: Life Insurance Q&A Part 3
This content has been prepared by TriCert Insurance Agency Inc. The information and opinions presented in this presentation are for general information only. It should not be considered as professional advice or a recommendation. Any opinions in this presentation are...
Educational Series Podcast: Life Insurance Q&A Part 2
This content has been prepared by TriCert Insurance Agency Inc. The information and opinions presented in this presentation are for general information only. It should not be considered as professional advice or a recommendation. Any opinions in this presentation are...
Educational Series Podcast: Life Insurance Q&A Part 1
This content has been prepared by TriCert Insurance Agency Inc. The information and opinions presented in this presentation are for general information only. It should not be considered as professional advice or a recommendation. Any opinions in this presentation are...
ADꓯPT™ saved a client $1.3M
This content has been prepared by TriCert Insurance Agency Inc. The information and opinions presented in this presentation are for general information only. It should not be considered as professional advice or a recommendation. Any opinions in this presentation are...
When Purchasing Additional Life Insurance is NOT Recommended
This content has been prepared by TriCert Insurance Agency Inc. The information and opinions presented in this presentation are for general information only. It should not be considered as professional advice or a recommendation. Any opinions in this presentation are...
When Insurance Doesn’t Make Sense – A Real-Life Example
This content has been prepared by TriCert Insurance Agency Inc. The information and opinions presented in this presentation are for general information only. It should not be considered as professional advice or a recommendation. Any opinions in this presentation are...