CLICK HERE TO REGISTER Brief Description: This webinar provides advisors with a clear look inside the paramedical exam process—from booking appointments to post‑exam outcomes. ExamOne will share best practices for preparing clients, explain common requirements such as APS and MIB, and outline how advisors can help minimize friction and delays throughout the underwriting journey. This webinar is not CE accredited ...
CLICK HERE TO REGISTER We’re pleased to offer another opportunity to attend. Join Eric Wachtel for Forces Shaping the Future of Our Industry, a repeat of his Spring Education Day session focused on the evolving compliance landscape in life and health insurance. This session explores shifting regulatory expectations, emerging risks, and rising consumer demands offering practical insights to help you ...
CLICK HERE TO REGISTER Panelists Facilitator: Vic Raye, National Director, Banking Services, IDCWIN, Vancouver Frank Abate, National Director, Tax & Estate Planning, IDCWIN, Toronto Chris Britton, Director of Estate & Tax Planning, IDCWIN, Halifax Randy Cutting, Vice-President, Specialized Lending Sales, DUCA Financial, Toronto Irvin Lim, Private Banker, Bank of Nova Scotia, Vancouver Join us for a focused session designed to ...
