Get into something BIG Advocis The Financial Advisors Association of Canada Chapter Name Presentation Date.

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Presentation transcript:

Get into something BIG Advocis The Financial Advisors Association of Canada Chapter Name Presentation Date

Get into something BIG Our Vision TFAAC is the association of choice for financial advisors and planners to advance their professionalism. Our Mission TFAAC provides a platform of knowledge, advocacy, community and protection enhancing the professionalism of financial advisors and planners in the best interest of the consumer.

Get into something BIG Advocis Integrity, Knowledge and Community

Get into something BIG Advocis Knowledge

Get into something BIG Invest in yourself Advocis offers internationally recognized designations and licenses: CLU™ – Chartered Life Underwriter of Canada designation CFP ® – Certified Financial Planner designation RHU - Registered Health Underwriter designation LLQP - Life-Licensed Qualified Practitioner

Get into something BIG The RHU – The Opportunity Major demographic change: –Baby boomers retiring and approaching their elder years Governments no longer provide same degree of security Long term care costs are rising “Sandwich generation” has aging parents

Get into something BIG Why the RHU? Asset protection Living benefits products help protect the viability of a client’s financial plan Need to protect assets to ensure independence and freedom in the event of serious illness or disability High-net worth individuals’ estate plans and business succession plans can be derailed by a serious or chronic health condition

Get into something BIG The RHU & Living Benefits People more likely to get sick and live than to die Living benefits is a cornerstone of all comprehensive financial plans Four major components: –Disability –Critical illness –Long-term care –Group Health benefits

Get into something BIG The RHU The RHU covers: Claims Underwriting Product design Pricing Marketing

Get into something BIG The RHU is a cornerstone for Advisors The RHU is: Canada’s only living benefits designation Only offered by Advocis The advisor’s essential foundation in practical and technical knowledge Each course worth 30 CE credits

Get into something BIG The RHU helps you deliver Builds your business: 83% of recent RHU program grads reported an increase in their income of up to $10,000 per year since obtaining their RHU, and 11% reported up to $20,000* Boosts your confidence: Almost 60% said that after getting the RHU, they were able to move into the living benefits market with confidence* * 2009 Advocis survey of RHU designates who received designation from 2007– 2009.

Get into something BIG The RHU curriculum & format The RHU has two courses: RHU 303 – Disability and Group Benefits RHU 504 – Critical Illness and Long Term Care Courses may be taken sequentially or concurrently Earn your designation in one year Available in self-study format with computer- or paper- based tests In-class RHU courses begin at Seneca College this July

Get into something BIG The RHU - How to get it Register at or www.livingbenefitsRHU.ca Members: $395 per course* Non-members: $595 per course* Limited time offer: enrol in one or both RHU courses between May 11 and August 28 and get one text free per course—a savings of up to $ *Prices don’t include GST and the cost of texts.

Get into something BIG Advocis advisors say “I Choose Advocis” To choose Advocis contact us at or Advocis®, CLU® and APA® are trademarks of The Financial Advisors Association of Canada. Copyright © 2008 The Financial Advisors Association of Canada.