Client Coaching Session (17th September 2022)
Client Coaching Agenda
Nelson Nash Video Segment - Financial Bubbles
Expanding the system to accomodate all income
Flow of capital – Income policy discussion continued
Rising Interest rates & Par dividends discussion - The “smoothing effect” of the Par pool with dividends
The Bob Shiels 1959 first policy $198.20 per year and what he was able to do with it
Group Discussion - learning lessons
Summary of Bob Shiels Video and first Policy with London Life:
In Memory of The Late Robert (Bob) Shiels
58 years as an active advisor who passed away at age 89 on July 14, 2018. This was 9 months before R. Nelson Nash passed away (March 27, 2019) after his 88th birthday. Nelson Nash and Bob Shiels and their wives met for the first time in July 2016 at an advisor training seminar put together by Jayson Lowe. They quickly became fast friends and were hero’s to the thousands of North American families that have been positively impacted by their books, training, and wisdom.