CLICK HERE TO REGISTER Join us for this exclusive webinar introducing Desjardins Insurance’s Additional Deposit Option (ADO), where we’ll highlight its value and flexibility. In this session, hosts Brent Swatuk, Reh Bhanji, and David Lee will share their insights and market experience with the Additional Deposit Option—and how this feature can benefit your clients. Advisors will gain valuable insights into ...
CLICK HERE TO REGISTER Webcast Summary (Pre-recorded) Join Nitin Bansal for an eye-opening session that goes beyond numbers and charts to reveal the true potential of Participating Whole Life Insurance. In Limitless Potential: Actuarial Strategies for Par Life Growth, Nitin simplifies complex actuarial concepts and provides advisors with practical tools to help clients maximize the growth and efficiency of their par life policies. Drawing from his personal journey and professional ...
CLICK HERE TO REGISTER Join us for an insightful webinar focused on Group Savings Plans. We will explore key aspects of prospecting for group savings plan products and understand what employers seek from these plans. Gain valuable knowledge on crafting compelling proposals, review sample group plan reporting, and dive into investment fund offerings within a group plan. Additionally, we'll discuss ...
CLICK HERE TO REGISTER Join Jordan Henry, Business Development Manager at Allianz Partners in this training session to explore how Allianz Emergency Medical Travel Insurance can be a cornerstone in your advisory services, strengthening client relationships and boosting your business growth. 1 Credit including QC
CLICK HERE TO REGISTER Presenter: Zainab Sheikh Regional Vice President, Ontario Canada is going to experience the largest wave of inter-generational transfers over the next 10 years. Life insurance may provide affordable solutions that can contribute to tax-efficient estate planning. This presentation is designed to show advisors the essentials of proper estate planning and how life insurance can play a ...
CLICK HERE TO REGISTER As the needs of today's workforce evolve, the demands for innovative solutions and forward-thinking leadership grows. This webinar, RBC will dive into: The history of insurance and how benefits have evolved Challenges the Canadian healthcare system is currently facing Current trends and employee preferences in drug management Opportunities for the future 1 CE credit (You must ...
CLICK HERE TO REGISTER Join us for an insightful seminar led by Tammy Buss, founder of BlueRoots, that explores the three-circle model for family business advisors. This interactive seminar delves into the dynamics and complexities that often come with family-run enterprises. You’ll learn how to create alignment, enhance business resilience and improve decision-making. When: Tuesday, May 20, 2025 Time: 1:00 ...
CLICK HERE TO REGISTER Equitable’s EZBenefits™ solution delivers everything a small business wants in a group benefits plan. It’s affordable, sustainable, and easy for plan members to use and administrators to manage. Learn how EZBenefits can help support your small-business clients – companies with two to 25 employees. Join us for this virtual session where we’ll explore this unique group ...
CLICK HERE TO REGISTER An overview of how our Health and Dental SBB solution has changed the way Small Business owners have purchased benefits for their employees. Please join us to learn about all the unique advantages we offer with our SBB plan options. A great door opener to generate additional leads for your core products (Life, Investments, etc.). 1 ...
CLICK HERE TO REGISTER Another perspective of Children's life insurance as another Asset Class. When most people think of life insurance, they think of income replacement for adults. But there's another perspective worth considering: Children’s life insurance as an alternative asset class. This strategic approach—often overlooked—can serve as a powerful financial tool. Permanent life insurance for kids, when structured properly, ...
CLICK HERE TO REGISTER Giving while Living – Keeping it in the family but still maintaining control. We will cover strategies to build generational wealth and fast-track financial legacies using Desjardins PAR with our additional deposit option. 1 CE credit (PENDING APPROVAL) (You must stay on for the full presentation to receive your credit) **Ensure you enter your full first ...
CLICK HERE TO REGISTER In the technology-enabled workplace data is playing an increasingly important role. Join us online for Technology Day 2025, as we learn from an expert panel how you can use data to gain insights, inform conversations and empower decisions that drive business growth. NO CE CREDITS - This session is not accredited for CE credits
