Gain confidence when speaking with business owners

Sell large insurance cases

It is difficult to find all the information required to be viewed as a professional from business owners. Accountants and Lawyers view you just as a salesman and don't respect what you can offer. This course was built to provide everything an advisor needs to know to start working with business owners and have the confidence to effectively communicate your value to the owner and their other professionals. After finishing this course you will have the expertise and confidence to garner respect and place large insurance cases in the business market.
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Whats Included

  • Comprehensive curriculum to get you started working in the corporate market

  • Coaching call on a corporate case you need guidance on (No commission required)

  • 30 day Money Back Guarantee (If you felt you didn't receive adequate value after completing the course, we offer a full refund)

Course curriculum

  • 1

    Welcome to the course!

  • 2

    Business Structures

  • 3

    Corporate Documents

    • About This Module

    • Corporate Documents PDF Slides

    • Corporate Documents

    • Corporate Documents Summary

    • Corporate Documents Quiz

    • References

    • Module 2 Worksheet
  • 4

    Corporate Taxation in Canada

    • About This Module

    • Corporate Taxation in Canada PDF Slides

    • Corporate Income Tax

    • Business Owner Compensation

    • Planning Considerations

    • Corporate Taxation in Canada Summary

    • Corporate Taxation in Canada Quiz

    • References

    • Module 3 Worksheet
  • 5

    Corporate Insurance

    • About This Module

    • Corporate Insurance PDF Slides

    • Life Insurance

    • Disability Insurance

    • Critical Illness Insurance

    • Planning Considerations

    • Corporate Insurance Summary

    • Corporate Insurance Quiz

    • References

    • Module 4 Worksheet
  • 6

    Accumulation Strategies

    • About This Module

    • Accumulation Strategies PDF Slides

    • Fundamentals of Accumulation Strategies

    • Back-End Leverage

    • Front-End Leverage

    • Accumulation Strategies Summary

    • Accumulation Strategies Quiz

    • References

    • Module 5 Worksheet
  • 7

    Shared Ownership Critical Illness

    • About This Module

    • Shared Ownership Critical Illness PDF Slides

    • Shared Ownership Critical Illness

    • Shared Ownership Critical Illness Summary

    • Shared Ownership Critical Illness Quiz

    • References

    • Module 6 Worksheet
  • 8

    Estate Planning

    • About This Module

    • Estate Planning PDF Slides

    • Estate Planning 101

    • Estate Planning for Farmers

    • Estate Planning for Shareholders

    • Estate Planning Summary

    • Estate Planning Quiz

    • References

    • Module 7 Worksheet
  • 9

    Buy/Sell Agreements

    • About This Module

    • Buy/Sell Agreement PDF Slides

    • Understanding the Buy/Sell Agreement

    • Methods of Funding the Buy/Sell Agreement

    • Buy/Sell Agreements Summary

    • Buy/Sell Agreements Quiz

    • References

    • Module 8 Worksheet
  • 10

    Trust Planning

    • About This Module

    • Trust Planning PDF Slides

    • Trust Planning

    • Trust Planning Summary

    • Trust Planning Quiz

    • References

    • Module 9 Worksheet
  • 11

    Charitable Gifting

    • About This Module

    • Charitable Gifting PDF Slides

    • Charitable Gifting Using Life Insurance

    • Charitable Gifting Summary

    • Charitable Gifting Quiz

    • References

    • Module 10 Worksheet
  • 12

    Next steps

    • Congrats!

    • More resources for you

    • Before you go...

Start working in the corporate market

Learn the fundamentals required to be viewed as a professional and not a salesman

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Testimonials

Yogesh Sheta

Immunis Financial Brokers Inc.

Last year I have attended your course on Insurance planning for Business owners. It was very informative and has helped me build my practice. You have explained the complex corporate taxation in a very easy-to-understand format. Since then I have grown my business significantly in the corporate market. I would highly recommend it to any advisor who wished to grow their business in the corporate market. Moreover, You are always ready to answer my questions and help me guide my cases selflessly. I can not thank you enough for your support.

Munish Mehan

The Super Visa

I am happy to write this for Philip as he is a great human being. Most importantly, he knows what he says. If you are going to take his course you will learn a lot of things about corporate financial strategies. Highly recommended!

Caden Sawatzky

The Mortgage & Financial Avenue

The Corporate Market Insurance course offered by Philip and his team was very informative. Some of the best education I have received for the industry to date. Would highly recommend this course to any advisor looking to expand their industry knowledge.

Instructor(s)

Philip Setter

Philip Setter is an insurance and investment professional based out of Calgary, AB. He specializes in corporate insurance strategies, high net-worth estate planning, asset protection, and tax-efficient investments. Philip lectures across Canada to accountants and lawyers on tax matters regarding financial services. Philip has been a guest speaker and keynote speaker at many events such as Business Transition Forum, Junior Achievers, and others. When he’s not working you can catch him in the mountains or at home cooking up something.