This Advisor Disclosure Presentation is designed to help advisors meet their disclosure requirements. The first half of the presentation provides an overview of the advisor disclosure requirements, with a focus on the seven elements of disclosure outlined by the Canadian Life and Health Insurance Association (CLHIA). The second half of the presentation features practical, sample disclosure statements, along with scenarios that guide advisors accurately complete these forms. These examples are tailored to include the essential information needed to fulfill both industry and regulatory requirements. This presentation is designed to support advisors in navigating these obligations efficiently and effectively.


CE credits: 1 CE/PDU Available

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.