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, ...
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 Presenters: - Pamela Crugnale | Product Manager, Deposits | Manulife Bank - Vic Raye | National Director, Banking Services | IDC Worldsource Insurance Network Inc. Summary: If the key to success as an advisor is getting in front of people with cash, it does not get any better than this session - truly a ...
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 FOR MORE DETAILS AND TO REGISTER No CE Credits Come learn how the Circle of Wealth® helps advisors and clients understand the countless benefits of life insurance – term and permanent. Learn more & register - Nov 14th at 1pm Eastern. During the webinar, one of MoneyTrax's executive coaches, Starr Barnum, will introduce you to the presentations and scripts ...
Discover the inspiring journey and unique insights of Rohan Smith, life and health insurance advisor, MDRT member, and one of Canada's only deaf advisors. Gain strategies for engaging the deaf community, specialized knowledge on RDSPs (Registered Disability Savings Plans), and insights on effective communication and client engagement strategies. Topics covered: RDSPs, deaf community, communication & client engagement strategies, client ...
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 ...
