IDC WIN Launch 2024 – Day 1

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 ...

IDC WIN Launch 2024 – Day 2

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 ...

IDC WIN Workplace Solutions – New Year New Opportunities!

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 ...

Empire Life – Leveraging Technology in Today’s Market!

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  

Equisoft – Specialize to Win: How To Find The Ideal Niche for Your Practice

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 ...

Life Design Analysis – Beyond the Sale: Leveraging Tech to Enhance the Policy Lifecycle

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 ...

Life Design Analysis-Unlocking client value

CLICK HERE TO REGISTER Unlocking Client Value, Strategies for Time-saving, and Cross-selling Success Join Senior Account Executive Jonathan Jarvie from LDA to showcase a real-life case study highlighting the power of time-saving techniques, client benefits, and cross-selling opportunities post-initial sale with LDA. Drawing from his rich experience, Jonathan will unveil actionable strategies for optimizing workflow efficiency, nurturing client relationships, and ...

RBC – Spring DI School – April 5 – Session 1 of 7

CLICK HERE TO REGISTER The RBCI Spring Disability Insurance School is a comprehensive seven session course that covers Disability Insurance from A to Z. Sign up for all sessions to take advantage of learning DI step by step, building on your knowledge weekly. If your time is limited and you are already adept at one of our offerings, we recommend ...

Desjardins Webcasts – The Discovery Series

CLICK HERE TO REGISTER The Discovery Series: Beyond Average - The multidisciplinary team approach Speakers: Christopher J. Burton | Financial Security Advisor, Burton Financial Group Rehan Bhanji CFP, CLU | National Best Practice Leader, Desjardins Embark on a transformative journey with Christopher J. Burton, Founder of Burton Financial Group. In this CE accredited session, we'll delve into how everyday family ...

RBC – Spring DI School – April 12 – Session 2 of 7

CLICK HERE TO REGISTER The RBCI Spring Disability Insurance School is a comprehensive seven session course that covers Disability Insurance from A to Z. Sign up for all sessions to take advantage of learning DI step by step, building on your knowledge weekly. If your time is limited and you are already adept at one of our offerings, we recommend ...

RBC – Spring DI School – April 19 – Session 3 of 7

CLICK HERE TO REGISTER The RBCI Spring Disability Insurance School is a comprehensive seven session course that covers Disability Insurance from A to Z. Sign up for all sessions to take advantage of learning DI step by step, building on your knowledge weekly. If your time is limited and you are already adept at one of our offerings, we recommend ...