Zavitz Insurance also has a strong commitment to continuing education, as this allows our staff to enhance the service we provide to our clients. This year, both Terry Zavitz and Jennifer Morrison began studying for their Tax and Estate Planner designations and both passed their Law of Trusts exams this summer. This designation will demonstrate that they both possess a deep knowledge and expertise in the legal and administrative aspects of trusts and estate planning, enabling them to provide the right advice for our clients as they look at leaving their assets to the next generation.
Justine Zavitz finished her final course for her Chartered Life Underwriter designation, and Michael Bach and Samantha Gowers have studied toward their Certified Financial Planner designations. In addition, our entire team regularly participates in seminars and conferences from industry groups, and enrol in courses to deepen their knowledge in the insurance and financial industry.