CLICK TO REGISTER A presentation to help advisors discuss the options available to transfer their client's wealth to their children and families. The presentation also discusses the advantages of using such a strategy before, during and after the transfer. 1 CE credit except for SK
Presenter: Marni Hefner, Business Development Executive CLICK HERE TO REGISTER Group Savings and Retirement Plans are are key driver in retaining and attracting new employees and formulating a total rewards package. Join us to see what we are doing and our new team to help and support our advisors. No CE credits available
Presenter: Angelina Basra, Director of Sales, Individual Investment and Retirement Products CLICK TO REGISTER Join Angelina Basra as she discusses how to ensure reliable income regardless of market conditions using the Income Stage of our FORLIFE Guaranteed Maximum Income Fund. 1 PDU for QC, pending approval for rest of Canada
Presenter: Zack Friedmann, Business Development Manager Read Zack's biography HERE CLICK TO REGISTER Come explore the simple solution of BMO Insurance Whole Life to help grow your business. We will dive into some key features of our product and explore some sales ideas of Estate Planning for High-Net Worth Clients. 1 CE Credit
CLICK TO REGISTER Are you looking for a new way to discuss critical illness insurance with your clients? With the RRSP season coming up, retirement planning is the main concern. Will your clients be able to maintain their retirement plan should they become critically ill? Join us and find out how critical illness insurance can be an integral part of ...
CLICK HERE TO REGISTER Our partners at Equisoft are hosting a live webinar to address any questions you might have about your technology stack. Whether you are looking to move your book of business to a CRM custom-tailored to financial advisors; or to streamline your processes with custom-built forms and automated data population, or just looking to better manage your ...
Presenters: - Joe Flor, AVP – National Partner Relations, Alternative and Prime Mortgages - Allan McNeil, Regional Manager, Reverse Mortgages Opening remarks – Vic Raye, National Director, Banking Services, IDC WIN CLICK TO REGISTER IDC WIN invites you to an exclusive webinar brought to you by Equitable Bank, as our third and newest core lending partner continues ...
CLICK HERE TO REGISTER Presenter: Brad Hyde, BBA, CFP, CLU, CHS, EPC | IDC Worldsource Insurance Network | Director, Tax and Estate Planning – Western Canada Topic: High Net Worth Market – What’s Working in 2022 An open discussion from High Net Worth cases that have been worked on in 2022. CE Credits under review
Description: Its one thing to sell group benefit packages to a client, it is another to match their needs, understand their culture, how they trend, and what their history is in order to be effective. Join us October 25 at 1 p.m. EST to find out how. CLICK HERE TO REGISTER No CE credits are available
CLICK HERE TO REGISTER Special guest speaker: Greg Foss Join Greg for an educational session on Bitcoin No CE credits are available
