CLICK HERE TO REGISTER Speaker: Peter A. Wouters | Director, Tax, Retirement & Estate Planning Services | Empire Life Description: Regulations and product changes drive how advisors get paid for what they do. However, the biggest drivers of change are changing client behaviours, expectations and priorities. Client experiences are the most prominent factor impacting many of the changes we see ...
CLICK HERE TO REGISTER Sept 26 - 28, 2023 CE Credits available
CLICK HERE TO REGISTER Presenter: Simon Ioia Description: Join Simon Ioia and hear about a new and innovative product that addresses the need of more disability coverage for most Canadians. 1 CE Credit - all provinces
CLICK HERE TO REGISTER Description: Giuliano Savini, Regional Sales Manager for Equitable Life will discuss and introduce the Equitable FHSA platform as launched by the govt recently, and explain details of how to work with your younger clients to take advantage of it. Equitable Life is currently running a promotion to help clients establish this account, details of which will ...
CLICK HERE TO REGISTER Join Vanessa Scott, National Living Benefits Consultant, for a 60-minute webinar. This online series is a great opportunity to learn or refresh your knowledge and understanding of the Synergy Insurance market. We will start with the basics but quickly move onto more detailed topics. You are welcome to join both sessions or select to attend a single ...
CLICK HERE TO REGISTER Canada Virtual Roadshow- Tailored Financial Solutions for Every Individual Description: At Beneva we understand that each client is unique. That is why we offer valuable and complete financial guidance tailored to your clients’ specific needs. By attending our virtual event, you will gain insights on how Beneva can support you and help you grow your business. ...
CLICK HERE TO REGISTER Presenter: Marni Hefner, Business Development Executive, Workplace Solutions Description: The ABC’s and 123’s of a proper group insurance contract and administrative guideline to a successful sale
CLICK HERE TO REGISTER Join Vanessa Scott, National Living Benefits Consultant, for a 60-minute webinar. This online series is a great opportunity to learn or refresh your knowledge and understanding of the Synergy Insurance market. We will start with the basics but quickly move onto more detailed topics. You are welcome to join both sessions or select to attend a single ...
CLICK HERE TO REGISTER Speaker: Alex Papale Description: Transferring the interest in a life insurance policy happens often and it can seem complicated. Questions frequently arise around this topic, particularly in corporate situations. This session will cover the key elements of policy transfers between small business owners and their companies, including: What happens with various scenarios involving the transfer of ...
CLICK HERE TO REGISTER Presenters: Paul Kagan, Sales Director Jess Thorgeirson, Sales Director Agenda: Segregated funds, a financial planning tool to: - simplify the estate settlement - protect assets from creditors -To maximize estate value - consolidate and strengthen retirement income - maximize RESPs iA's PER iAG - All the features of our offer Our tools designed to simplify your ...
1 CE Credit under review CLICK TO REGISTER Join Catherine Larouche the creator of Manulife PAR and Vanessa Scott National LB consultant as they discuss several key ideas and features of Manulife PAR. These will include ideas that will help gain an in depth knowledge to items that resonate with Canadians including the relationship between adding a term rider and ...
CLICK HERE TO REGISTER Presenters: Kaileigh Gonsalves | Portfolio Specialist | RBC Global Asset Management Stephen Pitts | Vice President, Portfolio Specialist | RBC Global Asset Management Summary: Your clients come to you for reassurance, especially when the economic and market outlook is uncertain. In today’s rate environment, fixed income markets are well-positioned to deliver their traditional benefits: income, ...
