An easy to navigate estate tool designed to project an individual’s estate needs at life expectancy. The concept tool provides a customized and clear snapshot of the costs that apply to a client’s estate which helps get these important conversations started. The client presentation reports are designed to be simple and easy to explain while providing a great opportunity to ...
Training for any representative who wishes to make disability insurance for payments in the event of an accident or illness. How disability works and the market comparison, what is covered by this protection (personal, business and overhead debts), We will discuss pricing, definitions of disability, benefits included, clauses and endorsements. CLICK TO REGISTER 1 CE credit: To obtain your PDU/CE ...
No CE Credits Let's Learn - Introducing the new First Home Savings Account plan for first-time home buyers CLICK HERE TO REGISTER The Canadian Government has introduced the Tax-Free First Home Savings Account (FHSA) which gives first-time home buyers the ability to save funds towards a home purchase. Join our webinar to find out all the ins and outs of ...
1 CE Credit CLICK HERE TO REGISTER A beneficiary designation is a simple, informal way to pass certain types of benefits to a beneficiary outside one’s estate. Or is it? Advisors and clients need to be aware of the implications of not looking at the entire estate plan and not having it all balance to avoid disruption. Jos Herman will ...
No CE credits CLICK HERE TO REGISTER Agenda: Sabrina Morin, Business Development Specialist, will be hosting this webinar to detail the benefits of SmartApp & SmartDelivery (BMO hosted webinar)
Registration is now open for the IDC WIN Launch - January 17-18, 2024 SECURE YOUR SPOT - REGISTER NOW Join us for a kick-off filled with insights and an exploration into our theme: Evolving for the Future - Technology Enabled | Value-Driven At Launch 2024, you will hear from members of your IDC WIN team and special keynote speakers. Check ...
Registration is now open for the IDC WIN Launch - January 17-18, 2024 SECURE YOUR SPOT - REGISTER NOW Join us for a kick-off filled with insights and an exploration into our theme: Evolving for the Future - Technology Enabled | Value-Driven At Launch 2024, you will hear from members of your IDC WIN team and special keynote speakers. Check ...
A new comparison tool for advisors with the largest discount ever offered for IDC advisors (40% off) No CE credits CLICK TO REGISTER Selling personal health insurance (PHI) is likely not a priority in your business. You sell it because you have to (and you don't want to lose the business or a client). Why? Simple: it's a ...
No CE Credits CLICK TO REGISTER Whether you are new to group insurance or have written group before - are you ready to take your business to the next level? Join us to meet our growing business development team (support now across the country) With Workplace Solutions support, you can easily add innovative solutions to your practice or receive support ...
1 CE Credit under review CLICK TO REGISTER A review of the digital technology Empire Life has to offer to add efficiency and value. Smart, simple, easy digital solutions at your fingertips. Presented by Ian Kerr, Account Executive, Investments
CLICK TO REGISTER Focusing on a specific niche enables you to specialize your skillset and develop a deep expertise. This in turn allows you to deepen your understanding of client needs in that market, increasing your ability to create great client experiences and set yourself apart from competitors. This CE-credited webinar will guide you through the strategic process of ...
The customer journey with any advisor only begins with the first signatures of the policy paperwork. In this session, Jonathan Jarvie will showcase how you can leverage cutting-edge technology, particularly Life Design Analysis, in order to reshape every facet of the life insurance journey. From redefining sales strategies to optimizing policy management, cross-selling, and conversion, this session offers a comprehensive ...
