Cash flow planning for insurance needs

Free tools included

Getting clients on board to purchase the life insurance they need can be difficult. There are a thousand other priorities competing for your client’s resources, and no one likes to think about their death. We’re wired to believe it won’t happen to us. But financial professionals know that it could, and it does happen to all sorts of people who thought they had more time. An important part of your job is to help your clients protect their wealth and families from events they can’t predict.


A cash flow plan will not only show your clients how to afford the insurance they need, but it also makes it quicker and easier to show them why they need the coverage you’re recommending. If you’ve ever had a client decide not to purchase the life insurance you know they need, this session is for you! 

Register to watch the webinar. We’ll also share an easy to use cash flow-based insurance needs calculator with all attendees.


Who should attend?

  • Insurance agents
  • Financial advisors
  • Associate advisors
  • Licensed and unlicensed assistants who support the insurance application process
  • Managers
  • New advisors
  • Financial services trainers

Presented by


Stephanie Holmes-Winton

Stephanie Holmes-Winton is the CEO and Founder of CacheFlo. The concepts that CacheFlo’s products are based on were developed during her decade working as an independent financial advisor from 2001 to 2011. She then sold her practice and took her concept to start a training program for other advisors.


In 2013, Stephanie launched the Certified Cash Flow Specialist designation program (which qualifies for 31 FP Canada-Approved CE Credits). Soon after came the original version of the professional cash flow planning software. Stephanie has written two books on spending and debt: Defusing the Debt Bomb, and $pent. She’s also been a regular contributor in media, including CBC Radio and CTV, and her advice has been featured in publications from coast to coast.