Advocis North Saskatchewan: 5 Under 5

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Advocis North Saskatchewan: 5 Under 5

A Head Start for Tomorrow

When and where

Date and time

Location

Hudsons Saskatoon 401 21st Street East Saskatoon, SK S7K 0C5 Canada

Map and directions

How to get there

Refund Policy

Refunds up to 7 days before event

About this event

5 Under 5

A Head Start for Tomorrow

Please join the North Saskatchewan Chapter on Wednesday, October 26 from 3:00 P.M. to 5:00 P.M. (CST) for an event for Advisors who have been in the business around 5 years and under.

Rachelle will share how Advisors are building their business by helping their clients with an industry-leading all-inclusive Children’s Life and Critical Illness bundle. Rachelle will walk through the product features and case studies that highlights one of Equitable Life’s best revenue generating strategies for newly contracted advisors and advisors looking to grow their insurance business.

Rachelle L’Heureux has over 25 years of relationship management and leadership experience, working extensively with Financial Advisors and clients. By using tax planning tools and risk management strategies, Rachelle helps advisors grow and protect their business while creating wealth and saving tax for their clients. She works closely with Advisors to make sure doing business with Equitable is seamless and efficient from the time of application until they get paid.

Location:

  • Hudson's Pub
  • 401 - 21st Street East, Saskatoon, SK, S7K 0C5
  • We will be following any local and provincial COVID-19 guidelines

Ticket Details:

As a benefit of membership, Advocis Members are able to attend Industry Presentations at a discounted rate. During the checkout use your Advocis ID or as the promotional code to unlock your member rate (please change non-membership to 0). Space is limited - register early!

  • Member: $5.00 + GST
  • Non-Member: $10.00 + GST

Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.

Registration closes on Friday, October 21, 2022, at 11:00 P.M. (CST)

CE Requirements:

This event is approved for 1.0 CE credit. To be eligible to earn any CE credits from this event, you must:

  1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate.
  • If you would like to be extended the member pricing, please join.

Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.

Presenter:

Advocis North Saskatchewan: 5 Under 5 image

Rachelle L’Heureux, BA

A proud native of Swift Current, Saskatchewan, insurance has dominated Rachelle’s career and life from a young age, affording her a broad understanding of both business and client needs. Holding a degree in Social Sciences and diploma in Business Administration with a specialty in Financial Services, Rachelle worked alongside her father as he built a thriving insurance practice and became a leader in the industry. Rachelle has over 25 years of relationship management and leadership experience in various roles, working extensively with financial advisors and clients.

Working with Equitable Life, a mutual company for the past 31/2 years in her role as a Regional Sales Manager (RSM), Rachelle helps to create top MGA producers. By using tax planning tools and risk management strategies she helps advisors grow and protect their business while creating wealth and saving tax for their clients. Rachelle works closely with advisors to make sure doing business with Equitable is seamless and efficient from the time of application until they get paid.

Questions:

Please contact Advocis North Saskatchewan with any questions regarding this event at: NorthSask@AdvocisChapter.ca

Advocis North Saskatchewan: 5 Under 5 image
Advocis North Saskatchewan: 5 Under 5 image