CLICK HERE TO REGISTER Join us for an exclusive IDC WIN webinar featuring guest speaker Rob Grad, where we'll delve into innovative strategies and practical insights for enhancing your group business. This one-hour session is tailored for both wealth advisors and group benefits advisors, providing the tools and knowledge necessary to effectively sell group retirement plans. Rob, will cover the ...
CLICK HERE TO REGISTER Par Management Have you ever wondered what insights you might learn from an insurer’s Par fund Management team? Would you like to learn about the importance of asset allocation, and how asset allocation can be actively managed to enhance risk-adjusted returns? Please join us to learn about this uniquely managed fund and how your client’s money ...
CLICK HERE TO REGISTER The Master Class Series with Desjardins, our interactive CE credited vodcasts, connect you with insurance and financial planning professionals to enhance your knowledge and skills about the business owner market. Business owners and their professional advisors routinely put structures in place to protect the business’ capital assets against threats like fire, theft, or disruptions to their supply chain. ...
CLICK HERE TO REGISTER IDC WIN is thrilled to share that we've entered into a dynamic referral partnership with HomeEquity Bank – provider of the CHIP Reverse Mortgage. HomeEquity Bank, a Schedule 1 Canadian Bank, has been the leading provider of reverse mortgages in Canada for more than 38 years. They are the only financial institution exclusively dedicated to providing ...
CLICK HERE TO REGISTER Join us virtually October 8 & 9, 2024, for an event packed with valuable insights.
CLICK HERE TO REGISTER Join us virtually October 8 & 9, 2024, for an event packed with valuable insights.
CLICK HERE TO REGISTER Presenters: Mozzie Chleilat | Business Development Manager, Insurance Lending Michael Pilz | Head, National Sales, Insurance Lending Johnny Li | Business Development Manager Michael Cumberbatch | Head, Business Development & Relationship Management, Deposits CSV & IFA Part 1 – 40 minutes Discover how insurance lending can take your client’s financial plan—and your practice—to the next level. Insurance lending ...
CLICK HERE TO REGISTER There are many ways that a benefits plan can support the physical and mental health of plan members and their families. But to get the most out of their plan, members need to know what coverage they have, how it can help and how to access those services. Communication is critical ...
CLICK HERE TO REGISTER We know that clients and their families benefit from whole life plans that provide crucial coverage for an insured’s loved ones. However, the growth inside of these policies can also allow the policyowner to utilize the benefits of these plans while their living. Find out how to maximize the values of our Equimax whole life plans ...
CLICK HERE TO REGISTER Have you discovered the hidden gems within Manulife’s individual insurance product shelf? Do you want to upgrade your sales conversations, taking a fresh perspective on an old narrative? In this presentation you ill learn how to use Manulife’s dynamic life insurance and living benefits in a non-conventional way, while adding tremendous value to your clients’ lives. ...
CLICK HERE TO REGISTER Understanding the impact of women’s health on organizational success is not just a personal concern—it's a business necessity. This first webinar in our Health series focuses on menopause. Unmanaged menopause symptoms result in approximately 540,000 lost workdays, costing employers approximately $237m annually. Why attend our health series? Being well-informed about the impact of health issues on ...
CLICK HERE TO REGISTER Presenter: Stuart Dollar M.A., LL.B, CFP®, CLU®, ChFC®, TEP Stuart Dollar is a lawyer and is a Director for Retail Insurance Tax Solutions with Sun Life Financial in Waterloo, Ontario. The presentation discusses the double tax problem when a business owner dies, then moves to two post-mortem planning options, loss-carryback and pipeline. It then briefly discusses ...
