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CLICK HERE TO REGISTER In this CE credited presentation, we’ll take a deeper look at how Equimax® participating whole life insurance can complement traditional investments by enhancing tax efficiency, increasing retirement income flexibility, and delivering a more efficient estate transfer. Advisors will walk away with a clearer, more strategic framework for positioning whole life insurance in advanced planning conversations. Speaker: ...

CLICK HERE TO REGISTER This RazorPlan demonstration shows how advisors can use the platform to uncover concrete business opportunities through practical planning examples. Using short case studies, the session covers identifying retirement options including identifying how much clients can spend in retirement. It also includes an example focused on business owners and their estate planning needs. The emphasis is on ...

CLICK HERE TO REGISTER Mental health has become noise in today’s benefits landscape. More awareness hasn’t translated into better outcomes. This session cuts through that noise. You’ll discover why Cognitive Behavioural Therapy (CBT) is fundamentally different from other mental health approaches, and how it delivers practical, measurable results for both individuals and organizations. In this interactive session, you won’t just ...