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Get All Your Continue Educations Credits For Canadian Financial Planners And Insurance Agents In A Podcast!
Subscribe at bccquiz.online for the quizzes!
A Client Retiring on a Low Income - CE Drive w/ Jason Watt S05E22
CE Drive with Jason Watt
1 hour 2 minutes 8 seconds
2 years ago
A Client Retiring on a Low Income - CE Drive w/ Jason Watt S05E22
A Client Retiring on a Low Income
- CE Drive w/ Jason Watt S05E22
Ellen Covey of Elevate Financial discusses a client who is in the midst of retiring on a low income.
CE Credits:
BC 1; AB Life 1; AB A&S .5; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1
Supplementary Materials:
Elevate Financial Strategies
https://elevate.finance/
Pension unlocking: non-hardship
https://www.fsrao.ca/consumers/pensions/events-may-affect-your-pension/pension-unlocking-non-hardship
Benefits2
https://www.benefits2.ca/
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CE Drive with Jason Watt
Get All Your Continue Educations Credits For Canadian Financial Planners And Insurance Agents In A Podcast!
Subscribe at bccquiz.online for the quizzes!
