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 ...
CLICK HERE TO REGISTER Presenter: Lisa Moore | Account Executive Retail Distribution, Insurance Join us for an in depth breakdown of the latest enhancements to our PAR Portfolio, making Empire more competitive than ever. We will be walking you through two in-depth case studies on how these products fit in the market and might meet your clients’ needs. We will ...
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.
