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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.


November 24 EST
1:00 pm - 2:00 pm
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