Your success is our business

  CLICK TO REGISTER 1 CE Credit (Except Quebec) Presenter:  Laura Madsen, Account Executive, Retail Insurance Distribution The Keep the Cottage in the family strategy provides your clients the opportunity to redistribute some of their taxable investments, particularly their bond or GIC portfolios, into a participating whole life insurance policy to take advantage of tax-deferred savings and a tax-free death ...

  CLICK TO REGISTER 1 CE Credit Presenters:   Neil Kellock, Regional Sales Director and Frank Lapierre, CFP, CLU Life Insurance Project Manager The webinar provides an overview of Sun Life's life insurance product shelf. It highlights pricing competitiveness, unique product features and positioning, sales strategies and sales tools. It also gives an overview of key marketing materials, no-fluid underwriting, and ...

CLICK TO REGISTER CE credits under review Presenter:  Marni Hefner IDC WIN Workplace Solutions is pleased to offer a four-part training program for all of our advisors who are currently offering or interested in adding group insurance to their repertoire and business services. Part 4: Communication and employee engagement

CLICK TO REGISTER 1 CE credit Note: Quebec licensed advisors will need to answer multiple choice questions at the end of the presentation and pass with 60% in order to obtain their PDU for this session Introduction: Yusudan Ren, CFA, CFP, CLU, Pl.Fin., Regional Sales Director Presentation Conducted by: Helen Chow, FSA, AVP, Strategic Business Development & Marketing Actuary Topic: ...

CLICK TO REGISTER Agenda: Family Wealth Transfer with Dani Ginther, CLU: Dani will talk about opportunities in the market place and the importance of building the relationship not only with your clients but their kids and grandkids. .5 Credit AB only iA Advantage with Rishu Bains, CHS: Underwriting can be the difference maker when looking at getting a client insured. ...