Samara Charters, Director, Advice & Stewardship, Sun Life Consulting CLICK TO REGISTER 1 CE Credit Sun Life is pleased to invite you to the Intergenerational Wealth Planning presentation. Watch this short introduction video to learn more. Getting in front of the next generation is critical to both the success of your business and clients’ legacies. As much as 66 per ...
Tammy Couillard, ACS, AIAA, CHS Account Executive, Retail Insurance Distribution CLICK TO REGISTER CE Credits under review Effective ways to position Permanent Life Insurance with your clients.
Shawn Redford, Senior Director, Business Development Individual Insurance and Investments CLICK TO REGISTER 1 CE Credit Canadians are living longer than ever before, and older Canadians are increasingly making up a greater proportion of the total population. Seniors are at a heightened risk of losing money due to financial mistreatment, undue influence, diminished mental capacity and financial literacy. Advisors are increasingly ...
CLICK TO REGISTER 1 CE Credit (BC, AB, ON, QC) Join me, Chantal Marquis and learn about the juvenile insurance product lineup available at UV Insurance. Everything you need to know about UV Insurance and our children insurance – UV insurance simplified issue sweet spots for children – CI for children – free ...
Ron Madzia, President CLICK TO REGISTER No CE Credits Ron Madzia President at Option One Travel Insurance Inc. is pleased to announce the launch of their quotation and information website for travel insurance. Sign up to hear some of the exciting benefits and services Option One will provide for people interested in selling Travel Insurance. New carriers New travel-related products ...
CLICK TO REGISTER 1 CE credit Submitting a claim for life, disability or critical illness benefit is a critical moment in the life of the insured/beneficiary as well as the insurance contract. Insurers and Advisors must work together to make the claim experience positive during a challenging time. Join us as we pull back the curtains with our Claims Department ...
1 CE Credit CLICK HERE TO REGISTER Sun Life is pleased to invite you to the Immediate Financing Arrangements (IFA) Workshop. This 2-hour workshop will commence with a 1-hour Presentation on “To leverage or not to leverage” Presented by: Mark Davis, MFin, CFA, Director of Professional Insights, Sun Life. IFAs offer an attractive opportunity for the right client, but they’re ...
CLICK TO REGISTER CE credits: Up to 1 credit. To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed. Once a small business owner has decided to buy life insurance, they have a lot more to consider. Each of your client's situations is different, but ...
CLICK TO REGISTER 1 CE credit Prospecting in the Blue/Grey Collar Marketplace + RBC’s Exclusive Construction Program for IDC WIN
CLICK TO REGISTER 1 CE credit Disability Insurance Deep Dive – Know Before You Sell!
Edmond So, Regional Sales Manager - Wealth CLICK TO REGISTER 1 CE credit Learn about the second generation of behavioural finance, where investors use three lenses to make financial decisions. Having an understanding of these new principles can provide greater clarity into how clients make decisions and help guide them to better ones, all while helping to create more successful ...
CLICK TO REGISTER No CE credits are available EQUITABLE BANK WELCOMES CLIENT MORTGAGE REFERRALS FROM IDC WIN-CONTRACTED ADVISORS Canada's Challenger Bank™ has residential solutions that go beyond your traditional T4 clients. A leader in key specialized client segments, including advisors’ personally-held mortgages. Segments include: • Business owners – small to large, registered / not registered • Sole proprietors, partnerships, corporations ...
