"A must for anyone dealing with seniors. I highly recommend it and feel the investment in time and money was more than worth it."
"The training and the designation has brought tangible and immediate results to my business, allowing me to triple the assets under my administration. The designation has meant better referrals, better assets and more profits. I am much more aware of the concerns of my boomer and senior clients, I'm able to listen more effectively, and am confident that I understand their world a lot better and can better serve their needs. There is no downside to the training! My best advice is to take the course and publicize the fact!"
"I have doubled my income over the past year, having successfully taken over my father's business. My father's book of business was an established one with long-term clients, and it was important for me to effectively relate to them and gain their respect and trust. The training offered was the answer! The course and designation is by far the best training available to make one more aware of the needs of seniors, to understand how they think, what their risk awareness is and to generally service their needs more effectively."
"Earning this designation has helped me to triple my business and become one of the top insurance and Long Term Care advisors in Canada for RBC. My referrals have increased dramatically, and I host seminars that regularly attract more than 100 participants. Getting the designation has helped me to shift from working in my business, to working on my business! The course has also changed me personally, making me more empathetic and patient. It has given me a context for understanding seniors' emotional, health and social concerns and I am now more than a good purveyor of products, but a true life event planning-focused advisor."
"The training and the designation has enhanced our credibility, and distinguishes our business from others in the eyes of our clients. The training is an excellent starting point to develop an increased awareness and understanding of the issues seniors and boomers face each day. It has helped us to spot developing issues much more quickly, and helps us work more knowledgeably with other professionals who work with seniors."
"Not only has this course given me an excellent perspective on delivering my service to seniors. I now believe I can become a more positive, healthy and integrated senior myself."
"What a business opportunity! After all, in 2025, 1 in 4 individuals will be a senior! Nothing else out there compares with this course, or can better prepare you for dealing with seniors and understanding them."
Leslie Ann Clarkson
"If you are in the financial services industry, this is the best single step you can take for your senior clients. If you are in any business that serves seniors, this course will do more for your understanding of that market than anything else."
"I was unable to find an institution offering adequate insight into non-medical needs and aspirations of seniors - all in one place. So, I enrolled in a recent Toronto class and gained tremendous insights into marketing to seniors for my niche law practice which focuses on tax-saving inspired Will Trust planning for the semi-affluent. I heartily recommend that all financial and insurance professionals as well as anyone else who provides service to seniors take this excellent course and join me as member of this dynamic organization." Pat Murphy