PRODUCT KNOWLEDGE

This is a recording of Investment Training from March, 2025. 

THIS IS ADVANCED TRAINING FOR MUTUAL FUND LICENSED REPS.

In this video, Jeff Williams covers how to calculate the approximate tax deduction for an RRSP contribution. You can find the excel spreadsheet in DOWNLOADS for your use. We also cover teh "3 D's" of investing and how to provide value to your clients. 

Chris Royce is one of the GOATS of Primerica for Investment Training. This video is older, BUT still very relevant. 

Please Note:  He is based in the US so several aspects of his training may not apply to us here in Canada. If you are unsure, ask you trainer.