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Mon, May 06

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QFS Markham Office

Sun Life & QFS Lunch and Learn Session

Bolstering the Balance Sheet

Sun Life & QFS Lunch and Learn Session
Sun Life & QFS Lunch and Learn Session

Time & Location

May 06, 2024, 11:00 a.m. – 2:00 p.m.

QFS Markham Office, 7030 Woodbine Ave #300, Markham, ON L3R 6G2, Canada

About the event

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.

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