David Spector Financial Group
Q and A
1. Is the payment for the designation course tax deductible?
Yes, once you receive a receipt it is fully tax deductible as a training course.
2. How do I enroll in the partnership program?
We work with a limited number of advisors so please call 416 843 4423 or email trevor.geall@davidspector.ca to be part of the partnership program.
3. I have clients that are fee sensitive, is there anything David can help us out with?
Yes, we do have material to help you sell. If you attend our courses or partner up with us you will gain access to the Spectors T chart, which has helped hundreds of advisors sell pension type products.
4. I am a advisor in Toronto and I'd like to know what is your approach talking to clients about pensionizing their assets?
During our GMWB qualification course, we talk about how to use our fixed cost coverage chart (FCC) which helps advisors and their clients uncover their cost for retirement will be.