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EPISODE 1

大规模财富转移 | 成功的三大关键

Intermediate to advanced advisors

1 CE Credit

Duration: 1 hour

More wealth is changing hands than ever before. The “trillion-dollar opportunity,” aka the GREAT wealth transfer, is here! Ready to take things up a notch?

Join our experts as they share the keys to successful estate planning for your clients and to ensuring the longevity of your practice.

Leveraging the latest trends and industry data, learn about best practices and strategies for ensuring a smooth and efficient transition, with iA’s product shelf at the core of making it happen.

Strengthen the trust of your clients and their families, shine in your advisory role, and stay ahead of the game. We’ll see you there !

	April 17, 2025
	2:00 pm (EDT)
	Virtual

Watch replay

SPEAKERS

Ken Godfray

Vice-President, Sales, Independent Distribution Networks, Individual Insurance

Ken is responsible for the strategic direction, vision and growth of individual insurance sales. Based in Vancouver, Ken leads a dynamic sales team focused on generating sales through our distribution partners in the independent brokerage network.

Christen Chow

Sales Director, Individual Investment and Retirement Products

Christen has more than 15 years of experience in the financial industry specializing in investment management and financial planning. She began her career as a financial advisor, where she quickly developed her passion helping her clients to achieve sustainable financial security through long-term financial and estate planning. She further pursued her career as a private wealth consultant at Manulife Private Wealth, helping HNW clients with their succession planning by offering discretionary investment management and solutions.

Prior to joining iA, Christen has had multiple years working as a regional sales manager in Wealth Management at Equitable Life and Canada Life. She holds a bachelor’s degree in Economics and a Certified Financial Planner designation. In her personal time, Christen loves to spend time with her family hiking and swimming.

Angelina Liu

Sales Director, Life Insurance

A successful insurance sales and marketing professional with 18+ years of experience, Angelina offers her clients products and related seminars built on her extensive prospecting skills. She also provides product and software knowledge to advisors using comprehensive sales strategies and has successfully implemented planned activities that achieved outstanding results.

LEARN MORE ABOUT THE EVENT

New!

Three languages offered

This episode will be streamed in French, English and Mandarin to provide you with the best possible advisor experience. Register for the event in the language of your choice!