Eric Wachtel Chief Compliance Officer IDC Worldsource Insurance Network Inc. CLICK TO REGISTER Currently being accredited across Canada IDC WIN has updated the Anti-Money Laundering and Anti-Terrorist Financing course. Join Eric Wachtel as he hosts a one hour webinar to go through the AML course and highlight updated areas of the legislation.
CLICK TO REGISTER No CE Credits IDC WIN is pleased to invite you to our second annual Women’s Day Event, Celebrating the Trailblazers. You will join a group of dynamic women for a thought-provoking conversation focused on attracting, engaging with and converting possibilities into opportunities for life and career. Our speakers are each inspiring leaders in their respective fields ...
Marni Hefner Business Development Executive-GroupIDC Worldsource Insurance Network Inc. CLICK TO REGISTER Our cost-effective and sustainable solutions create loyalty. Over 95% of our customers remain with Benecaid for the long term. We’re the health benefits company that big insurance companies don’t want you to know about. No CE credits
CLICK TO REGISTER Co Host: Don Hart | VP Training and Development | IDC Worldsource Insurance Network Inc Presenters: Brent Swatuk CLU, CHS | Advanced Case Consultant | Equitable LifeRead Brent's biography HERE David Irwin | Director, Portfolio Management and Client Relations | Equitable LifeRead David's biography HERE Overview: The purpose of this presentation ...
CLICK TO REGISTER Co Host: Graeme Allan | Regional Wealth Leader-East | IDC Worldsource Insurance Network Inc. Presenters: Rhealynne Ries | Senior Sales Consultant – Wealth Solutions | RBC Insurance Read Rhealynne's bio HERE Charu Mathur | Senior Sales Consultant - Wealth Solutions | RBC Insurance Overview: RBC Insurance is one of the fastest growing seg ...
CLICK TO REGISTER Co-host: Marni Hefner | Business Development Executive | IDC Worldsource Insurance Network Sun Life has explored the inner workings of their EAP powered by Dialogue AND Stress Management & Well Being Powered by Dialogue. Join us on March 22 at 1 p.m. ET to hear all about it. CE credits unavailable for this presentation
Andrew Gardiner CLICK TO REGISTER 1 CE credit Regulators, media outlets and digital competitors have challenged the costs associated with professional financial advice. We know better, research shows that having one’s financial affairs professionally managed produces results. This session will focus on how brokers can set themselves apart from the crowded marketplace and deliver value that is both requested and ...
Mark Davis, Mfin, CFA Director of Professional InsightsSun Life CLICK TO REGISTER 1 CE credit Some Universal Life (UL) products have experienced price increases in response to declining interest rates, while others have become more affordable. We highlight these trends by showing you areas of opportunity and how UL can be the most flexible permanent insurance solution for your Clients. ...
Peter A. Wouters, RFG,AIAA,ARP,TEP, FLMI, RHU,CFP,CLU,CHFC,ACS, ALHC,CPCA,CHS,EPC,AFSI Director, Tax, Retirement & Estate Planning Services – WealthEmpire Life CLICK TO REGISTER 1 CE credit Read Peter's biography HERE
CLICK TO REGISTER HOSTS: Alex Chan, RHU,CHS,CFP,CPCA,EPC,CFSB,CLU | Regional Wealth Leader Western Canada | IDC Worldsource Insurance Network Inc.Graeme Allan | Regional Wealth Leader-East | IDC Worldsource Insurance Network Inc. PRESENTERS: Rose Nguyen, CFP |Senior Business Development Manager, Segregated Funds (Western Canada) | BMO InsuranceJennifer So | Vice-President, Portfolio Manager | BMO Asset Management ...
CLICK TO REGISTER Presenter: Gabrielle Elliott | Promotion and Web Marketing Advisor | iA Financial Group As technology drives ahead, many turned to digital channels to keep customers engaged. The training will introduce you to ways to build an engaging and profitable social media presence for your business and use the power of social media to your benefit; it will also ...
Sam Alves 1 CE credit CLICK TO REGISTER Presenter: Sam Alves Clients’ needs change throughout their lives, and so do their attitudes and preferences. Although advisors tend to gravitate towards their own generation, awareness of the dynamics within and between generations has never been more important. Based on a multitude of evidence there’s an increasing need for ...
