1 CE credit: AB, BC, ON, ATL CLICK TO REGISTER Join Alex Chan and Eric Wachtel as they discuss: Succession Planning for the Financial Advisor…How to I sell My Business and What is it Worth? From the last 25 advisor book valuations with the majority resulting in a buy sell…I have discovered 13 key valuation criteria for evaluating and coming ...
CLICK HERE TO REGISTER SPEAKERS: Alejandro (Alex) Ayala FMA | Regional Sales Director | Desjardins Wealth Management Benjamin Sylvester CIM | Regional Sales Director | Desjardins Wealth Management SUMMARY: Guarantee Advantage Note ® is a market-linked term investment that provides you with a guaranteed minimum return at maturity. It also has the potential to provide you with a higher rate that ...
1 CE Credit | can only claim once per calendar year CLICK TO REGISTER IDC WIN Workplace Solutions is pleased to offer a four-part training program for all of our advisors who are currently offering or interested in adding group insurance to their repertoire and business services. Sessions: Prospecting and the importance of KYC Request to quote process and group ...
Embark on a dedicated 60-minute Master Class tailored for advisors seeking mastery in Desjardins' renowned critical illness insurance, "Health Priorities" — recognized as one of the most comprehensive cancer and cardiovascular disease plans in Canada. Topics covered: product positioning, claims, underwriting. 1 CE Credit * CE Certification: CE credits are available. To qualify, you must attend for at least 90% ...
*This webinar does not yield any CE credits* CLICK HERE TO REGISTER Join us to discover what our Large Case Solutions team has in store to accompany advisors and ensure the implementation of strategies fully tailored to the specific needs of their affluent clients, professionals or business owners. We will present how customized, simple, high-performance solutions will enable you to ...
CLICK HERE TO REGISTER Presenter: Angela Wang | Insurance Sales Representative, Central North East Region, Independent Insurance Distribution Description: Helping you understand the key features of Sun RHA and how they can be of value to Clients so that we can help your grow your business. The Sun RHA helps your Clients plan for health risks associated with late retirement ...
1 CE Credit | can only claim once per calendar year CLICK TO REGISTER IDC WIN Workplace Solutions is pleased to offer a four-part training program for all of our advisors who are currently offering or interested in adding group insurance to their repertoire and business services. Sessions: Prospecting and the importance of KYC Request to quote process and group ...
CLICK HERE TO REGISTER Summary: Paul Holba – High Level Overview of Investment Universe Ashley Misquitta – 2023 Year End Wrap Up Q & A moderated by Ian Kerr with parting sales ideas CE CREDITS ARE NOT AVAILABLE FOR THIS WEBINAR
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 ...
