Path to Success: Expert Advice on Navigating CI Sales - Overview & History of Critical Illness Insurance - 1 A&S Credit

​During the past year, Equitable Life has been working collaboratively with leading Critical Illness insurance advisor Keith Leech to put together a program that is focused on the selling of Critical Illness Insurance. We’re pleased to share Module 1 of this program with you.

Kelly’s 35 years of insurance experience includes personal life and health sales through specialist roles she has held in the industry.

Kelly works with both the MGA distribution channels in the Edmonton, Central and Northern Alberta regions. She believes in developing and maintaining strong relationships with advisors and helping them drive their production. Through these alliances, she works to identify risk management and estate planning opportunities for their clients. She enjoys assisting in the development of solutions and providing recommendations to meet client needs.