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Qualified Financial Services’ training programs are a “Must Attend” for anyone

Qualified Financial Services’ training programs are a “Must Attend” for anyone serious about the Insurance business Available to all brokers,and brokers in the GTA who are interested in the business market and increasing their sales. 30 CE or PACE credits available

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Qualified Financial Services’ training programs are a “Must Attend” for anyone

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  1. Qualified Financial Services’ training programs are a “Must Attend” for anyone serious about the Insurance business Available to all brokers,and brokers in the GTA who are interested in the business market and increasing their sales. 30 CE or PACE credits available (approved by CAIFA) Course # CE6831 DATE: Feb 16th – May 17th, 2004 TIME: 5:00 pm – 6:30pm LOCATION: Boardroom 3625 Dufferin Street, Suite 340 Toronto,Ont. M3K 1Z2 LIMIT: 15 Attendees BOOK EARLY ! CONTACT: Nicole Drvodelic at 416-630-4000 ext 300, 1-800-263-4570 ext 300 or mailto:reception@qfscanada.com Qualified Financial Services Presents CAIFA’S BUSINESS INSURANCE COURSE A Thirteen week program with Don Hart RHU and Guest speakers The Ins and Outs of the Business Insurance Market cont’d...

  2. Some Topics Covered 1. Selling from Financial Statements 2. Sole Proprietor 3. Commercial Partnership 4. Professional Partnership 5. The Corporation 6. Cross-Purchase or Share Redemption 7. Key-Person 8. Split Dollar Plan(Shared Ownership) 9. Business Needs for Accident / illness 10.Business Valuations 11.RCA’s Format of Sessions Each unit will begin with a discussion regarding the previous weeks assignment. A round table discussion will follow, topped off with an in-depth review of the current weeks topic. The training is completed with an exam to which 60% must be reached for the CE credit.”100% success rate” A fee of $75.00 will be charged for the Study manual. This fee is due at the time of registration. Please register by Monday, February 9th to ensure that the study Manuals can be produced on time Program Leaders: This is a highly interactive program facilitated by: Don HartRHUDon has over 20 years experience in the financial services industry and has facilitated over 600 seminars and workshops. Guest Speakers Howard JohnsonCA,CMA.MBA,CBV,CPA is the co-author of the book ”The Valuation of Business Interests”. He has been involved in Bus. Valuation, Acquisition, Divestiture and related assignments throughout North America. Mitchell Singer B.Sc.,LL.B. Estate and Tax planning Consultant Mitch has moderated this course several times over the last year and is very knowledgeable regarding the application of insurance in the business market. Who should attend? This program is specifically designed for those who are interested in working in the business insurance market. It would be helpful if you had at least 1 year of sales experience and have previously made business insurance sales. A working knowledge of the issues In this market would be helpful.

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