RBC Insurance – Fair Treatment of Customers

CLICK HERE TO REGISTER This is the rescheduled webinar that was to take place on July 16, 2024. Presenter:  Anna Tsepelis | CLU, CHS | Senior Sales Consultant, Life | RBC Insurance What is the Fair Treatment of Customers? The goal of the FTC is to provide guidance to ensure that the client is at the center of all we ...

Beneva – The Trillion Dollar Wealth Transfer

CLICK HERE TO REGISTER Presenter:  Chris Paterson, Senior Director, Business Development, Western Greater Toronto Area For three decades, we’ve been hearing about a “Trillion Dollar Wealth Transfer”. But to many of you, it may not have felt like that has happened to your clients. Chris will explore a multitude of factors that have affected the financial lives of Canadians for ...

IDC WIN – Samuel Wong: Using LinkedIn to Prospect

CLICK HERE TO REGISTER Presenter: Samuel Wong, Business Development Executive (VCR) | IDC Worldsource Insurance Network Have you ever considered incorporating technology into your practice? In this one-hour session, I will introduce a few simple tools that require little to no setup time or cost, designed to help you elevate your success in three key areas: increasing prospects, boosting capacity, ...

Jump Start, Sell Smart: Effective prospecting tools and strategies

"Jump Start, Sell Smart" will delve into the latest tools and techniques to supercharge your sales efforts: Social Media Strategies: Explore the best ways to utilize social media for prospecting, including building impactful content and targeting the right markets. Needs-Based Benefits: Understand how to identify and articulate the needs-based benefits of your products and services to resonate with your prospects. Differentiated Products: Gain ...