This timely session will give advisors practical, client-ready insight into what is changing, including the new dollar-based “Total Cost of Investing,” the Fund Expense Ratio (FER) replacing the MER, and the use of Money-Weighted Rate of Return (MWROR). You’ll also learn how to turn cost conversations into stronger value conversations by reinforcing the role of your advice and the unique benefits of segregated funds, including guarantees and estate-planning advantages.
CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.
Please note this webinar series will be in English only. French Closed Caption available.
Veuillez noter que ce webinaire sera en anglais seulement, avec sous-titres français.
