CLICK HERE TO REGISTER Join us for an insightful webinar on the "Reason Why Letter," hosted by Eric Wachtel and Don Hart. In this session, we’ll dive into the significance of clear, transparent communication in compliance practices. You’ll learn how crafting a well-structured "Reason Why Letter" and discovery agreement can: Improve decision-making Boost sales Create cross-selling opportunities Reduce risks Ensure ...
CLICK HERE TO REGISTER Join us for Generational Legacy Plan: Nurturing Dreams, Building Wealth, presented by Petra Ross, Regional Sales Director for Desjardins. Petra will delve into the critical aspects of wealth transfer planning and its profound impact on securing a prosperous future for your family. This comprehensive session will cover essential topics, including the importance of wealth transfer planning, ...
CLICK HERE TO REGISTER Canadian employers today are faced with unique challenges and changing employee needs! RBC Insurance strives to stay ahead of the curve with our innovative approach to integrating individual and group solutions in a way that more adequately addresses the individualized needs of key employees. This session will review the opportunities for ...
CLICK HERE TO REGISTER Insurance is an essential element of any estate plan as it can simplify the process and create greater financial value when death arises. This presentation will focus on Joint Last to Die insurance and the many ways it can be used to enhance an estate plan. Case studies will focus on two specific opportunities, funding estate ...
