Building Blocks for Success Conference 2022
A few weeks ago, we attended the Building Blocks for Success Conference hosted by Advocis.
Robert spoke at the last in-person Building Blocks for Success event a few years ago and Laurent spoke this time on “How to Build Your Business in the Financial Services Industry”.
The video below discusses our biggest takeaways from this event, and features what our colleagues in the industry have to say about us.
What are the benefits of this event?
It felt great to be back in-person to meet, and learn from our industry peers. Learning from someone first hand is a lot different than what you are able to read about in books, at school, or online.
Conferences like these allow us to learn more about best practices and how we can serve our clients better.
One of our main philosophies at Safe Pacific is to be relationship focused and this event helps foster that through relationship development with peers in our industry.
We work with an abundance mentality, meaning we believe the more you share, the more you get. Meeting people who share this mentality allows us more collaborative opportunities, that help both our business, and our clients.
Contact Us
At Safe Pacific Financial, we specialize in helping Canadian business owners, incorporated professionals, and investors structure life insurance for maximum wealth protection, tax savings, and business growth.
If you would like to discuss whole life insurance or investments, we’re happy to chat and see if we can be a good fit to work with you. Fill out our contact form and we will get back to you within 24 hours on business days.
Related Insights
The Core Principles of the Infinite Banking Concept (IBC): A Canadian Perspective
Managing your finances in today’s world means more than just saving money—it’s about creating a system that gives you control over your wealth, both now...
The Rockefeller Strategy: How Whole Life Insurance Creates Generational Wealth in Canada
When people hear the name Rockefeller, they immediately think of massive, enduring wealth. Founded in 1870 by John D. Rockefeller, Standard Oil built one of...
Why Get an Infinite Banking Whole Life Policy for Your Kids?
Why Get an Infinite Banking Whole Life Policy for Your Kids? At Safe Pacific, we’re often asked by both parents and grandparents: “Why would I...
What is the Million Dollar Baby Plan and how does it work for Canadians
What is the Million Dollar Baby Plan and how does it work for Canadians? What if you could set up a secure, tax-free financial foundation...
Why Life Insurance is Essential for Business Owners
If you’re a business owner or a high-income incorporated professional, you know that managing risk and building financial stability are essential to your success. Life...
Episode 5 of the Infinite Banking Concept Series - Leaving a Legacy
Welcome to the fifth and final blog in our comprehensive series about the Infinite Banking Concept in Canada. Throughout these four previous blogs we’ve talked about...
Episode 3 of the Infinite Banking Concept Series - How Policy Loans work and what is the Adjusted Cost Basis?
Let’s look at a Whole Life Insurance Policy Illustration that's correctly set up for the Infinite Banking Concept. In this illustration with a Canadian life...
What is the Immediate Financing Arrangement?
Who is this for? We tell everyone that they shouldn’t set this up unless they want and need life insurance. If you have someone you...
Infinite Banking is a scam!
Is Infinite Banking as good as everyone says it is or are they scamming you? We’ll answer that today.
Should you Invest using Dollar Cost Averaging (DCA) or a Lump Sum?
So, what investment strategy is going to you the most money, dollar cost-averaging or a lump sum investment? I can’t see the future but based...
The Ten Commandments of Whole Life Insurance in Canada
Today's blog post is a reaction to this great article titled “The Ten Commandments of Whole Life Insurance”. Something that we like about this article...
The Waterfall Concept using Life Insurance (in Canada)
The “Rockefeller” Method, or the Waterfall Concept. One of the main things we have to preface this with is that in the United States, this...
