+ CLICK HERE TO REGISTER Cancer is affecting people at younger ages - is your protection advice keeping up? Description: What’s driving the rise in early-onset cancers The financial impact of surviving a serious illness How to position CI and DI with individual and group clients How Group and Family CI can strengthen benefit plans Conversation strategies you ...
CLICK HERE TO REGISTER Understanding the Paramedical Process: Helping Clients Navigate the Insurance Application Journey Join Andrew Namo, Strategic Account Executive with ExamOne, for an informative session designed to help advisors better understand the paramedical process and support clients through a smoother insurance application experience. Learn how to prepare clients for their appointment, the benefits of pre-booking, the advisor's role ...
CLICK HERE TO REGISTER Webinar 1 - Buy-Sell Structuring Using Life Insurance This presentation focuses on how life insurance can be a valuable tool as a funding source for buy-sell planning. The presentation takes the audience through the various methods that are utilized to structure a buy-sell agreement. It includes a comprehensive discussion of the advantages and disadvantages of each ...
CLICK HERE TO REGISTER This special Connect & Learn: Travel Insurance webinar brings together experts from Manulife, TuGo, and Allianz for three educational sessions designed to help advisors better understand travel insurance solutions, address evolving client needs, and identify opportunities to grow their business. Whether you're new to travel insurance or looking to expand your knowledge, you'll gain practical insights ...
CLICK HERE TO REGISTER This webinar will review the following: Family-owned businesses represent a major planning opportunity, with most incorporated and seeking tax efficient ways to manage surplus profits, reduce tax burdens, and plan for succession. Corporate owned life insurance (COLI) is a powerful strategy for funding tax liabilities, reducing the number of required policies, and creating tax free value ...
CLICK HERE TO REGISTER Positioning your practice to successfully navigate regulatory and carrier audits Insurance carriers and regulators continue to intensify their compliance oversight activities through advisor audits and file reviews. Attend this compliance webinar to learn how to demonstrate both that your practice is compliant and that your client files meet applicable regulatory and carrier requirements. 1 CE credit ...
