CLICK TO REGISTER Presenter: Fraser Grimes | Inside Sales Associate, Investments | Individual Investment & Retirement Products, Ontario The presentation will encompass the following topics: RESPs Generational Wealth Transfer for minor beneficiaries Child Whole Life Policy 1 CE credit
CLICK TO REGISTER Presenter: Simon Ioia | Sales Representative | Ontario, Manitoba | Humania Assurance This presentation is meant to remind and inspire that financial planning is ‘wholistic’ work. Helping families ‘plan for the best but prepare for the worst’ is the very reason for the advisor role. If Children are a part of that plan, then they are a ...
CLICK TO REGISTER Presenter: Rosie Jurgutis | Manager, Customer Success | Conquest Based on advisor feedback, we are revamping our Conquest offering to accommodate your growing needs. Starting Monday, June 19, both our plan types and our plan packages will be simplified, making it easier for you to provide valuable financial strategies to your clients. Our next session can help ...
CLICK TO REGISTER Presenter: Varshni Nimal | Internal Wholesaler (ON) Speciality Life provides life and C.I coverage for children with and without medical conditions. Our unique underwriting approach makes it easy to secure coverage for loved ones. 1 CE credit
CLICK TO REGISTER Presenter: Aris Christodoulou | Regional Sales Director, CIM | Desjardins Insurance Exploring unique CI and Life solutions that provide for a future full of possibilities 1 CE credit - PDU to be confirmed (You must stay on for the full presentation to receive your credit)
CLICK TO REGISTER For IDC WIN Financial Professionals Do you know the four most important financial questions we all face? Financial GPS answers these questions and guides your clients to want to plan and save for their financial future. No CE Credits
CLICK TO REGISTER National Webinar - IDC WIN and Manulife Bank The greatest cash-gathering magnet in the industry: 5%* Advantage Account rate promo + Personal advisor URL that Manulife Bank creates for you linked to your Manulife selling code to send to clients and prospects + Cash balance reporting via My Clients If the key to success as ...
CLICK TO REGISTER 1 CE credit You will learn more about the important points to analyze in a disability insurance product, understand the terms and definitions relating to this type of protection and further your reflection on the types of products and the guarantees available to your clients. To obtain your PDU/CE Credit, you must be connected using a computer ...
CLICK TO REGISTER Join the SLi Team for this FREE webinar! When? Jul 11, 2023 at 01:00 PM Eastern Time (US and Canada) Why? To learn more about the highest no-med life insurance products, guaranteed issue critical illness products and much more! Questions are welcomed at the end of the session. No CE credits IDC WIN is promoting this event ...
CLICK TO REGISTER CE credits pending - BC The demand for insurance has never been greater, yet more than half of Canadians overestimate its cost or assume they won't need it. Furthermore, 1 in 3 families admits a financial disaster would happen within a month if the primary income earner were to pass away. This presents an opportunity for advisors ...
CLICK TO REGISTER CE accreditation for this streaming event is pending approval Volatility, inflation and banking risks have put a damper on the outlook for growth. But could there be a silver lining for investors as we move into the second half of the year? The global investment managers on our shelf see an evolving set of opportunities for active ...
CLICK TO REGISTER 1 CE credit After more than a decade of favourable market conditions and the unprecedented challenges posed by the pandemic, many advisors have discovered that relying on in-person networking is no longer a reliable source of growth. Instead, advisors need to adapt their practice to have a digital marketing component in order to ensure that they are ...
