Francois (Frank) Lapierre, Cfp®, Clu Email & Phone Number

Canada

Waterloo, Ontario, Canada

Waterloo, Ontario, Canada

I provide expert knowledge on life insurance products to advisors and internal partners, delivering presentations to convey competitive positioning in identified target markets. I collaborate with team members across the organization in the production of strategic competitive analysis and marketing materials, to deliver on product strategy and help distribution partners achieve results.

Mississauga, Oakville, Burlington & Brampton

My mission is to help clients develop an awareness and understanding of wealth and estate planning strategies through the creation of powerful solutions that achieve their objectives in a tax-efficient and cost-effective manner. Whether the client engagement is focused on tax, estate planning, or life and health insurance planning strategies, the client objective is what determines my actions.

Hamilton, Ancaster, Waterdown, Brantford & Cambridge

I helped consultants develop insurance solutions for clients of Investors Group Financial Services Inc. I achieved this by helping clients acquire the missing pieces in order to have a complete risk management portfolio and assisting them with the tax efficient transfer of their wealth.

I was Associate to an Estate Planning Advisor, providing advice and solutions to high and ultra high net worth clients in order to help protect individuals and their families, as well as help business owners achieve tax-efficient wealth strategies.

I provided support to wholesalers in the Montreal region, assisting advisors with product knowledge of life and living benefit insurance products and associated concepts. I also took part in several initiatives to help increase sales and regularly visited advisor offices in Toronto and Montreal.

I was the relationship manager for several top producing advisors, ensuring that they received outstanding personalized service. I provided guidance and help to advisors and clients in understanding the basic and most complex components of universal life insurance. I handled escalated complaints and found creative solutions to satisfy clients and advisors.

Rates & Calculations, Project teams

Diploma, Business Administration

Bachelor Of Arts (B.A.), Psychology