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 ...
CLICK HERE TO REGISTER Presenter: David Sutton, GBA | Vice President | National Accounts & MGAs Please join the Edge Benefits to learn about all the market leading features and benefits of our unique Critical Illness Plan. We offer up to $125,000 without involving an underwriter and up to $75,000 without any questions! A great solution if you’ve received a ...
CLICK HERE TO REGISTER This is the rescheduled webinar that was to take place on July 16, 2024. Presenter: Anna Tsepelis | CLU, CHS | Senior Sales Consultant, Life | RBC Insurance What is the Fair Treatment of Customers? The goal of the FTC is to provide guidance to ensure that the client is at the center of all we ...
CLICK HERE TO REGISTER Presenter: Chris Paterson, Senior Director, Business Development, Western Greater Toronto Area For three decades, we’ve been hearing about a “Trillion Dollar Wealth Transfer”. But to many of you, it may not have felt like that has happened to your clients. Chris will explore a multitude of factors that have affected the financial lives of Canadians for ...
CLICK HERE TO REGISTER Presenter: Samuel Wong, Business Development Executive (VCR) | IDC Worldsource Insurance Network Have you ever considered incorporating technology into your practice? In this one-hour session, I will introduce a few simple tools that require little to no setup time or cost, designed to help you elevate your success in three key areas: increasing prospects, boosting capacity, ...
CLICK HERE TO REGISTER Presenter: Stacie Calder, EVP, Distribution and Marketing for Conquest Planning Summary: Conquest has been in production for over 4 years. In that time, over 60% of all advisors in Canada are using Conquest, and by the end of 2025 it may be close to 80%. Why? Stacie Calder, EVP, North America Distribution & Marketing at Conquest ...
"Jump Start, Sell Smart" will delve into the latest tools and techniques to supercharge your sales efforts: Social Media Strategies: Explore the best ways to utilize social media for prospecting, including building impactful content and targeting the right markets. Needs-Based Benefits: Understand how to identify and articulate the needs-based benefits of your products and services to resonate with your prospects. Differentiated Products: Gain ...
CLICK HERE TO REGISTER Presenter: Dominique Gregoire | Learning and Development Facilitator Summary: Join us for an introduction of Workspace - the centre of Canada Life's digitally-enabled future. In this webinar, we will explain: How the tool works How to access client information to make changes and review products/policies Give you an overview on where to find additional resources To have ...
