CLICK TO REGISTER No CE Credits Many business owners have built up significant retained earnings in their corporations and are looking for ways to pull those earnings out. There’s a simple strategy available that moves earnings out of the company to finance a segregated fund investment loan in a tax-efficient way. This session will show how it works, step-by-step, so ...
Click Here to Register 1 CE Credit Presenter: Mathew To If you are actively selling segregated funds, or even if you aren’t, you’ll want to attend this webinar as we dive into insights and research aligned with our product solutions that will help you prepare for the upcoming six months enabling you to develop key strategies and plans of attack ...
CLICK HERE TO REGISTER 1 CE Credit This webinar will look into how Empire Life's Class Plus Guaranteed Withdrawal Benefit or GWB solution for clients who are nearing, or may be on the cusp of retirement, addressing common retirement concerns like: Guaranteed Income Flexibility Estate Planning Tax Efficiency Class Plus 3.0 is one of the few true GWB solutions in ...
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Click Here to Register 1.5 CE credits all provinces except Quebec = 1 PDU Agenda - Lindsay Beal - Presenter Explore the symptoms, causes, and risk factors of Arrhythmias, Valvular Disease, and Cardiomyopathy. Gain the knowledge of what information an underwriter requires when they assess an application of a client with a heart condition.
CLICK TO REGISTER 1 CE Credit Presenters: Aris Christodoulou & Laurent Poirier
CLICK HERE TO REGISTER/CREATE ACCOUNT Guest Speaker: Barbara A. Martinez, National Practice Leader, Drug Solutions Toronto Consultant, Canada Life No CE Credits
CLICK TO REGISTER Accelerate the growth of your clients’ wealth Come join the launch of iA PAR Wealth: a new addition to our participating life insurance product to meet the high expectations of your affluent clients and corporations.
CLICK HERE TO REGISTER Did you know that in 2019 the rules regarding small business deductions (SBDs) on passive income changed? This had a significant impact on small businesses. Join the conversation with Tara and Kathy and learn more about Passive Income and how it poses a challenge for business owners. Tara and Kathy will also discuss Desjardins’ Passive Investment ...
CLICK TO REGISTER After nearly two years of living through unprecedented times, the outlook suggests that a return to something that resembles “normal” could well be in the offing. Of course, the road from here to there is littered with risks that carry implications for financial markets. The presentation will try to provide some insights into the path ahead as ...
CLICK TO REGISTER No CE Credits During this training session, you will learn how to use Equisoft/connect to streamline your client communication. You'll be able to create new email templates that can be used for targeted mass emailing during peak seasons in the industry.
CLICK HERE TO REGISTER/CREATE ACCOUNT Barbara A. Martinez, National Practice Leader, Drug Solutions Toronto Consultant, Canada Life Join as Barbara discusses drug plan design and its influence on member behavior; how to manage drug spending; participate in strategy session and case studies No CE Credits
