CLICK HERE TO REGISTER CE: Earn 1 CE credit by joining this presentation (where applicable, pending accreditation) Description: The 2024 Federal Budget announcement to increase the capital gain inclusion rate from 50% to 67% has caused a great deal of turmoil. The fact that capital gains are taxed at different inclusion rates depending on who or what entity realizes the gain ...
CLICK HERE TO REGISTER Presenter: Diana Mick | Manager, Tax & Estate Planning, Empire Life Summary: Want to build your expertise in estate planning when dealing with investments? This session will cover Trusts, Legacy (Estate) Planning, and Incapacity Planning, with a focus on customizing distributions for Blended Families and "Ageless Investing". Attendees will learn about products and strategies that will ...
CLICK HERE TO REGISTER Presenter: Catherine Malone | Director of Life Product Management | Sun Life Hear Catherine speak to the following: Sun Life Evolve Term – affordable protection that evolves with Clients through life’s changes Sun Life 1-Year Bridge Term – coverage and time to resolve tests or diagnoses for eligible postponed life insurance applicants Sun Life Term Insurance ...
CLICK HERE TO REGISTER Presenter: David Hutchison | Director, Insurance Sales | Equitable Host: Graeme Allan | Regional Wealth Leader East | IDC WIN Summary: While most insurance policies are set up as a “Pay As You Go” structure, there are opportunities for advisors to provide their clients with an All-Inclusive option that is especially effective in the juvenile market. ...
CLICK HERE TO REGISTER Presenter: Joe Belec | Regional Vice President, Alberta North Summary: This presentation provides advisors with sales strategies for Foresters Advantage Plus Participating Whole Life product. Advisors will learn about product features and built-in benefits as well as flexible options to help meet a wide variety of client needs. Case studies will be used to highlight key ...
CLICK HERE TO REGISTER Summary: Learn about Canada Life’s enhanced Universal Life offering through case studies to help you identify client planning opportunities. CE Credit pending approval
CLICK HERE TO REGISTER The importance of social media, how to set it for success and how AdvisorStream can help. NO CE CREDITS
CLICK HERE TO REGISTER Presenter: John Thanos | iA Financial Group Host: TJ Armstrong, Business Development Executive, Atlantic | IDC Worldsource Insurance Summary: In this training session, we will explore all the Child Critical Illness options available at iA Financial Group and how to initiate the discussion with parents on this topic. Finally, we will review the importance of securing ...
CLICK HERE TO REGISTER Presenter: Lisa Moore | Account Executive Retail Insurance, Empire Life Summary: An overview of the Empire Life KidStart strategy - Why Life insurance for children? The Kid Start strategy provides clients the opportunity to utilize a participating permanent life insurance policy on a child that can become paid-up prior to becoming an adult. This strategy provides a ...
CLICK HERE TO REGISTER Presenter: Barbara Martinez | National Practice Leader, Drug Solutions | Canada Life Summary: In this presentation on the prescription drug landscape in Canada, Barb will focus on: National Pharmacare Drug prices in Canada Drug spending trends on the Canada Life block Strategies to manage diabetes and weight loss drugs Strategies to manage biosimilar drugs Discussion about ...
CLICK HERE TO REGISTER Part 1: Economic outlook and Fundamental equity team update Join Patrick Blais, Senior Portfolio Manager of the Manulife Fundamental Equity team, discuss the latest market trends, risk management strategies, and investment opportunities amidst today’s volatile economic landscape. This session is designed to equip you with the insights needed to effectively navigate these uncertain financial times. ...
CLICK HERE TO REGISTER Join us for our webinar Technology Day 2024, where we will be exploring the end-to-end digital sales process. Spend the afternoon learning from a panel of experts as they walk you through Hear from expert partners including: LIMRA Equisoft AdvisorStream Conquest LDA Please note there are no CE credits for this event.
