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 ...
Brent Swatuk, CHS, CLU, CPCA, EPC, Advanced Case Consultant CLICK TO REGISTER No CE Credits are available This session will explore how to position life insurance with corporate clients by understanding what they value and getting to the heart of what their desired outcomes are as well as focus on the softer facts that need to be mastered to truly be ...
Marni Hefner, Business Development Executive CLICK TO REGISTER No CE credits are available Stepping outside your head and making decision to seek therapy for any stages in your life can be challenging… "Inkblot uses advanced technologies for intelligent matching, monitoring effectiveness, and eliminating geographical barriers. At the same time, we maximize the human connection between care providers and clients." ...
CLICK TO REGISTER Want to learn more about the most significant opportunity in the Living Benefits space for businesses? Mark your calendar for Successfully Understanding the Corporate-Owned Disability Insurance Market! This webinar is perfectly timed for advisors seeking guidance with the single greatest opportunity in Living Benefits today: Corporate-Owned Disability Insurance plans. In this session, RBC Insurance Senior Sales Consultants ...
CLICK TO REGISTER No CE credits are available Join Allan McNeil, Regional Channel Manager, to hear about Equitable Bank’s later-in-life home equity lending expertise. You will learn: • Where does Equitable Bank’s solution win vs the competition? • Top reverse mortgage FAQs re rates, fees, regulations, flexibility, myths • What’s their referral process like? • What are the next steps ...
Presenter: David Talbot, RHU, FIC | Assistant Vice President, Business Development CLICK TO REGISTER Life insurance sales are an important cornerstone of our business for providing protection to our clients. However, with the fact that Canadians are living longer than ever before, there is an increase in life expectancy thus the risk of surviving a critical illness is greater than ...
CLICK TO REGISTER A presentation to help advisors discuss the options available to transfer their client's wealth to their children and families. The presentation also discusses the advantages of using such a strategy before, during and after the transfer. 1 CE credit except for SK
Presenter: Marni Hefner, Business Development Executive CLICK HERE TO REGISTER Group Savings and Retirement Plans are are key driver in retaining and attracting new employees and formulating a total rewards package. Join us to see what we are doing and our new team to help and support our advisors. No CE credits available
Presenter: Angelina Basra, Director of Sales, Individual Investment and Retirement Products CLICK TO REGISTER Join Angelina Basra as she discusses how to ensure reliable income regardless of market conditions using the Income Stage of our FORLIFE Guaranteed Maximum Income Fund. 1 PDU for QC, pending approval for rest of Canada
Presenter: Zack Friedmann, Business Development Manager Read Zack's biography HERE CLICK TO REGISTER Come explore the simple solution of BMO Insurance Whole Life to help grow your business. We will dive into some key features of our product and explore some sales ideas of Estate Planning for High-Net Worth Clients. 1 CE Credit
CLICK TO REGISTER Are you looking for a new way to discuss critical illness insurance with your clients? With the RRSP season coming up, retirement planning is the main concern. Will your clients be able to maintain their retirement plan should they become critically ill? Join us and find out how critical illness insurance can be an integral part of ...
