CLICK HERE TO REGISTER See how Common Wealth + IDC WIN help you add group savings with confidence. In this session, we show how Common Wealth helps make group savings plans straightforward and profitable—for you and your clients. You’ll learn how to confidently add group savings to your offerings and see how partnering with IDC WIN enhances the Group ...
CLICK HERE TO REGISTER As AI transforms how organizations operate and compete, advisors need to move past the headlines. Understanding real‑world applications, emerging capabilities, and the impact on decision‑making, client engagement, and long‑term value. Hosted by BMO Insurance’s Gregory Young, Vice‑President, Business Development – Life Products and and Chandni Azrot, Business Development Manager this webinar brings together industry leaders Aaqib ...
CLICK HERE TO REGISTER Let’s start the year strong together! Join our virtual kickoff where we will explore the reasons why a discovery based on your clients' specific needs can help you to turn insights into more effective benefit strategies. We will also be introducing our partnership with BeniPlus, a new health spending account platform that allows for flexible spending, ...
CLICK HERE TO REGISTER MasterClass: Family Estate Planning – Anticipate Tax Implications and Plan an Effective Wealth Transfer Join this MasterClass to discover how proactive estate planning can protect family wealth, reduce the tax impact at death, and enable a structured transfer to future generations. You will also learn how the life and critical illness insurance solutions offered by Desjardins Insurance can serve as ...
CLICK HERE TO REGISTER Locked-in retirement accounts (LIRAs) are often misunderstood, yet they play an important role in retirement income planning when clients leave an employer, go through a marital breakdown, or receive pension assets as a survivor. This webinar explains how LIRAs work, how they differ from RRSPs, and the rules around access, withdrawals, and conversion at retirement. We ...
CLICK HERE TO REGISTER 1 CE credit (You must sign in on time and stay logged on for the full presentation to receive your credit) **Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**
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. Our 100% nationally pooled program has been a huge benefit in maintaining costs for small business owners. Please join us to learn about all the unique advantages we offer with our SBB plan ...
CLICK HERE TO REGISTER The Four Questions That Instantly Change Financial Conversations Open your financial conversations with prospects by helping them discover money they may be losing unknowingly and unnecessarily. In this live demonstration, Circle of Wealth® executive coach Starr Barnum will show how financial professionals use the Circle of Wealth® framework to guide prospects through the four most important questions ...
CLICK HERE TO REGISTER Life insurance is a highly flexible financial tool, yet many clients and advisors view it solely through the lens of a death benefit. In a landscape where marginal tax rates often exceed 50%, exempt life insurance can help clients manage the annual "grind" of taxation on investment income. This webinar explains how to strategically access policy ...
CLICK HERE TO REGISTER Do any of your business owner clients need a tax-efficient CI strategy to compliment their retirement plans? While also protecting themselves and their business? Join us for an insightful session geared toward successful business owners looking to safeguard the future of their companies. We’ll explore how critical illness insurance can play a powerful role in ensuring ...
CLICK HERE TO REGISTER The Accessing Cash from Your Life Insurance Policy presentation equips advisors with practical, real world strategies to help clients unlock the value within their permanent life insurance. It explores the most common ways to access cash, including an overview of the exempt test, the tax treatment of cash value withdrawals and policy loans, the use of ...
