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X-WR-CALNAME:IDC WIN BIG | Business Innovation and Growth
X-ORIGINAL-URL:https://idcwinbig.ca
X-WR-CALDESC:Events for IDC WIN BIG | Business Innovation and Growth
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TZID:America/Toronto
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TZOFFSETFROM:-0500
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TZNAME:EDT
DTSTART:20210314T070000
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DTSTART:20211107T060000
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DTSTART;TZID=America/Toronto:20210908T130000
DTEND;TZID=America/Toronto:20210908T140000
DTSTAMP:20260404T014112
CREATED:20210819T215339Z
LAST-MODIFIED:20210819T215339Z
UID:3451-1631106000-1631109600@idcwinbig.ca
SUMMARY:IDC WIN - IFAs:  Teamwork Works Best
DESCRIPTION:Click Here to Register\nNo CE Credits \nWe believe the key to placing an Immediate Financing Arrangement\, perhaps your first one for many of you\, is… Teamwork. Please note\, this session will be of most benefit to advisors with high income/HNW business owner and professional clients and prospects. An IFA is a custom permanent life insurance-tax-estate-banking solution. Most cases require the use of both internal IDC WIN and external partner resources which our panel will cover\, including: \n\nSummary of institutions & lending offerings\nIllustrations\nWorking with clients’ tax & estate advisors\n\nPanel\nVic Raye\, National Director\, Banking Services \nKen Poniatowski CFP\, Business Development Executive \nChris Britton CPA CA\, Director\, Tax & Estate Planning \nGuest Panelist\nIrvin Lim\, Senior Private Banker\, Bank of Montreal
URL:https://idcwinbig.ca/event/idc-win-ifas-teamwork-works-best/
CATEGORIES:Webinar
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