Sun Life & QFS Lunch and Learn Session

Have you noticed that insurance professionals, accountants, lawyers, and bankers all have different perceptions on the usefulness of an insurance policy? As a result, it can be difficult for business-owner clients and their team of experts to understand the value that permanent life insurance can bring to a corporation. However, accountants understand financial statements. You can benefit from working with a client’s accountant (or other influential professionals and partners) when you can explain how insurance works as a business asset, both on a financial statement and in other ways unique to each client.