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IDC Worldsource Q4 2021 and Q1 2022 Investment Opportunities and Pitfalls
November 24 EST @1:00 pm - 2:00 pm
No CE Credits
Join Alex Chan, Graeme Allan (IDC WIN Investments Team) and Vic Raye (IDC WIN Banking) as they discuss:
1. Avoiding unnecessary fund distributions on non-registered investments
2. Repvision Demo – easily mine your client database to uncover opportunities
3. Why seg funds are ideal products for RRSP loans *RRSP/TFSA loan highlights
4. A five-minute recap on the corporate retained earnings presentation
5. Seg fund carrier opportunities that include:
*DFS calendar year CB rules *Identify clients close to HNW pricing (maybe an RRSP loan to obtain HNW pricing makes sense) *Identify clients that are approaching the deadline to purchase 100% DB guarantees *Seg fund opportunities many advisors might not be aware of *Dollar-cost averaging into the market with lump sums.