Qualified Financial

1

• Qualified Financial
• Services training
• programs are a Must
• Attend for anyone
• serious about the
• Insurance business
• Available to all brokers,and
  brokers in the GTA who are interested in the
  business market and increasing their sales.
• 30 CE or PACE credits
• available
• (approved by CAIFA)
• Course CE6831
• DATE
• Feb 16th May 17th, 2004
• TIME

• Qualified Financial
• Services
• Presents
• CAIFAS
• BUSINESS
• INSURANCE
• COURSE
• A Thirteen week program
• with Don Hart RHU and
• Guest speakers
• The Ins and Outs of the
• Business Insurance Market
• contd...

2

• Some Topics Covered
• 1. Selling from Financial Statements
• 2. Sole Proprietor
• 3. Commercial Partnership
• 4. Professional Partnership
• 5. The Corporation
• 6. Cross-Purchase or Share Redemption
• 7. Key-Person
• 8. Split Dollar Plan(Shared Ownership)
• 9. Business Needs for Accident / illness
• 10.Business Valuations
• 11.RCAs
• Format of Sessions
• Each unit will begin with a discussion
• regarding the previous weeks assignment.
• A round table discussion will follow,
• topped off with an in-depth review of the
• current weeks topic.

Program Leaders This is a highly interactive
program facilitated by Don Hart RHU Don has
over 20 years experience in the financial
services industry and has facilitated over 600
seminars and workshops. Guest Speakers Howard
Johnson CA,CMA.MBA,CBV,CPA is the co-author of
the book The Valuation of Business Interests.
He has been involved in Bus. Valuation,
Acquisition, Divestiture and related assignments
throughout North America. Mitchell Singer
B.Sc.,LL.B. Estate and Tax planning Consultant
Mitch has moderated this course several times
over the last year and is very knowledgeable
regarding the application of insurance in the
business market. Who should attend? This program
is specifically designed for those who are
interested in working in the business insurance
market. It would be helpful if you had at least 1
year of sales experience and have previously made
business insurance sales. A working knowledge of
the issues In this market would be helpful.