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1 CE Credit | can only claim once per calendar year CLICK TO REGISTER 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. Sessions: Prospecting and the importance of KYC Request to quote process and group ...

CLICK HERE TO REGISTER Summary: Paul Holba – High Level Overview of Investment Universe Ashley Misquitta – 2023 Year End Wrap Up Q & A moderated by Ian Kerr with parting sales ideas CE CREDITS ARE NOT AVAILABLE FOR THIS WEBINAR

An easy to navigate estate tool designed to project an individual’s estate needs at life expectancy.  The concept tool provides a customized and clear snapshot of the costs that apply to a client’s estate which helps get these important conversations started.  The client presentation reports are designed to be simple and easy to explain while providing a great opportunity to ...

Training for any representative who wishes to make disability insurance for payments in the event of an accident or illness. How disability works and the market comparison, what is covered by this protection (personal, business and overhead debts), We will discuss pricing, definitions of disability, benefits included, clauses and endorsements. CLICK TO REGISTER 1 CE credit:  To obtain your PDU/CE ...

No CE Credits Let's Learn - Introducing the new First Home Savings Account plan for first-time home buyers CLICK HERE TO REGISTER The Canadian Government has introduced the Tax-Free First Home Savings Account (FHSA) which gives first-time home buyers the ability to save funds towards a home purchase. Join our webinar to find out all the ins and outs of ...

1 CE Credit CLICK HERE TO REGISTER A beneficiary designation is a simple, informal way to pass certain types of benefits to a beneficiary outside one’s estate. Or is it? Advisors and clients need to be aware of the implications of not looking at the entire estate plan and not having it all balance to avoid disruption. Jos Herman will ...

No CE credits CLICK HERE TO REGISTER Agenda: Sabrina Morin, Business Development Specialist, will be hosting this webinar to detail the benefits of SmartApp & SmartDelivery (BMO hosted webinar)