CLICK TO REGISTER CE Credits under review Hosted by: Don Hart, VP, Training and Development Speakers: Brad Hyde, Director, Tax and Estate Planning Chris Britton, Director, Tax and Estate Planning Frank Abate, National Director, Tax and Estate Planning Nitin Bansal, Director, Actuarial Support Beverly Krzmarcik, Co-owner Oasis Wealth Design Group Inc. Join the IDC WIN Advanced Estate Planning team for ...
CLICK TO REGISTER Speakers: Rosie Jurgutis Johnny Chiello Brenda Yee This session will provide a live walkthrough of the most recent Conquest enhancements - Data Aggregation and a robust Client Portal. No CE credits
CLICK TO REGISTER Speakers: Grant Hicks Gordon Chan Grant Hicks is President of Advisor Practice Management, a Financial Advisor coaching and training company, with over 30 years of unique experience in the financial services industry. This webinar will explore how elite Advisors: are acquiring ideal clients and avoiding mistakes Advisors make on client acquisition deliver more value to ideal clients by ...
CLICK TO REGISTER This first of a two-part session explores the unique aspects of planning for an income that is designed to support the lifestyle individuals and clients envisage as they approach or embark on the journey of financial independence. Attendees will be exposed to: Some of the myths and realities concerning retirement How and why assumptions and factors ...
CLICK TO REGISTER Discover the growth potential in group retirement benefits by joining IDC and Common Wealth for an informative webinar. Whether you're new to selling GRS or looking to enhance your current offerings, this session will help you understand what's driving client demand and how our partnership can support your success. Elevate the group retirement experience for your clients ...
CLICK TO REGISTER Our last session focused on the views and expectations of aging Canadians and the retirement income planning process. One widely held concern is outliving one’s money and becoming a burden on family. This session looks at some key considerations that can impact how long money will last, income generating strategies that can help with the ups ...
CLICK TO REGISTER With inflation at unprecedented levels (in recent memory), middle class is feeling the budget pressures and looking for ways to stretch the dollars. Often choosing not to cover some of the risks they are exposed to could unduly jeopardize the financial integrity of the family unit. This concept presentation is looking to demonstrate how to avoid putting ...
CLICK TO REGISTER Putting people first by returning to what insurance is meant to be about. We have a wide range of solutions to meet your clients’ Insurance and Investment needs through every stage of their lives. Joing us on May 10th to learn from a number of incredible industry speakers and our Sales & Management Team. Learn from a ...
CLICK TO REGISTER Join Emily Miszk and hear about Connecting with Clients through social media. Join Emily Miszk, the owner of Port Credit Mortgages for an insightful webinar on how she transformed her mortgage business to be 100% virtual well before the Covid-19 pandemic and subsequent lockdowns. Emily will share her expertise on how she leverages digital platforms to create ...
CLICK TO REGISTER Presenter: Zainab Sheikh, Vice President, ON Effective May 1, 2023, we’re taking some important steps to help you and your clients counter inflation. We’re discounting the rates of Foresters term life insurance submitted between May 1 to July 31, 2023 with individual coverage over $500,000. We’ve fine-tuned the ratios on the Enhanced Dividend Option for our Advantage ...
CLICK TO REGISTER Join Eric Wachtel, IDC WIN's Chief Compliance Officer talk about the 2023 Compliance check. A no nonsense presentation informing you of everything you need to be compliant and pass audits as an advisor CE Credit available
CLICK TO REGISTER Cohost: Nitin Bansal, FSA, FCIA | Director, Actuarial Support, IDC Worldsource Insurance Network 1 CE Credit
