CLICK HERE TO REGISTER Presenter: David Hutchison | Director, Insurance Sales | Equitable Host: Graeme Allan | Regional Wealth Leader East | IDC WIN Summary: While most insurance policies are set up as a “Pay As You Go” structure, there are opportunities for advisors to provide their clients with an All-Inclusive option that is especially effective in the juvenile market. ...
CLICK HERE TO REGISTER Presenter: Joe Belec | Regional Vice President, Alberta North Summary: This presentation provides advisors with sales strategies for Foresters Advantage Plus Participating Whole Life product. Advisors will learn about product features and built-in benefits as well as flexible options to help meet a wide variety of client needs. Case studies will be used to highlight key ...
CLICK HERE TO REGISTER Summary: Learn about Canada Life’s enhanced Universal Life offering through case studies to help you identify client planning opportunities. CE Credit pending approval
CLICK HERE TO REGISTER The importance of social media, how to set it for success and how AdvisorStream can help. NO CE CREDITS
CLICK HERE TO REGISTER Presenter: John Thanos | iA Financial Group Host: TJ Armstrong, Business Development Executive, Atlantic | IDC Worldsource Insurance Summary: In this training session, we will explore all the Child Critical Illness options available at iA Financial Group and how to initiate the discussion with parents on this topic. Finally, we will review the importance of securing ...
CLICK HERE TO REGISTER Presenter: Lisa Moore | Account Executive Retail Insurance, Empire Life Summary: An overview of the Empire Life KidStart strategy - Why Life insurance for children? The Kid Start strategy provides clients the opportunity to utilize a participating permanent life insurance policy on a child that can become paid-up prior to becoming an adult. This strategy provides a ...
CLICK HERE TO REGISTER Presenter: Barbara Martinez | National Practice Leader, Drug Solutions | Canada Life Summary: In this presentation on the prescription drug landscape in Canada, Barb will focus on: National Pharmacare Drug prices in Canada Drug spending trends on the Canada Life block Strategies to manage diabetes and weight loss drugs Strategies to manage biosimilar drugs Discussion about ...
CLICK HERE TO REGISTER Part 1: Economic outlook and Fundamental equity team update Join Patrick Blais, Senior Portfolio Manager of the Manulife Fundamental Equity team, discuss the latest market trends, risk management strategies, and investment opportunities amidst today’s volatile economic landscape. This session is designed to equip you with the insights needed to effectively navigate these uncertain financial times. ...
CLICK HERE TO REGISTER Join us for our webinar Technology Day 2024, where we will be exploring the end-to-end digital sales process. Spend the afternoon learning from a panel of experts as they walk you through Hear from expert partners including: LIMRA Equisoft AdvisorStream Conquest LDA Please note there are no CE credits for this event.
CLICK HERE TO REGISTER Special Webinar with International Speaker and Coach Trent Fortner Trent is the founder and head coach of The Game Time Coaching Program and The Courageous Advisors Mastermind Program. He has created one of the most successful advisor coaching programs in the industry by utilizing his 30 years of experience in this industry as a producer and ...
CLICK HERE TO REGISTER Presenter: Simon Ioia | Sales Director, Ontario and Manitoba | Humania Summary: Come and learn about the world of insuring the seemingly uninsurable! Join Simon Ioia from Humania Assurance for an exclusive webinar on “Insurance Without Medical Exam – and it’s many advantages”. Dive into the dynamic realm of risk assessment, innovative underwriting, and a cutting-edge ...
CLICK HERE TO REGISTER Introducing CRISP - Simplifying and Enhancing Group Plans for Small Employers IDC WIN Workplace Solutions is thrilled to announce our exciting partnership with GreenShield to bring you CRISP. Leveraging GreenShield's revolutionary benefits platform, GreenShield +, CRISP offers a fresh, efficient, and rewarding way to sell group health and dental plans for groups as small as 3 ...
