CLICK HERE TO REGISTER Did you know that in 2019 the rules regarding small business deductions (SBDs) on passive income changed? This had a significant impact on small businesses. Join the conversation with Tara and Kathy and learn more about Passive Income and how it poses a challenge for business owners. Tara and Kathy will also discuss Desjardins’ Passive Investment ...
CLICK TO REGISTER After nearly two years of living through unprecedented times, the outlook suggests that a return to something that resembles “normal” could well be in the offing. Of course, the road from here to there is littered with risks that carry implications for financial markets. The presentation will try to provide some insights into the path ahead as ...
CLICK TO REGISTER No CE Credits During this training session, you will learn how to use Equisoft/connect to streamline your client communication. You'll be able to create new email templates that can be used for targeted mass emailing during peak seasons in the industry.
CLICK HERE TO REGISTER/CREATE ACCOUNT Barbara A. Martinez, National Practice Leader, Drug Solutions Toronto Consultant, Canada Life Join as Barbara discusses drug plan design and its influence on member behavior; how to manage drug spending; participate in strategy session and case studies No CE Credits
CLICK HERE TO REGISTER Speaker: Ted Tsiakopoulos | Canada Mortgage & Housing Corporation | Senior Economist, Specialist Housing Markets Policy Co-Presenter: Andy Wong | Vice President Mortgage Specialist | SSG-York East Moderator: Samuel Chan | Vice President, Asian Market | IDC Worldsource | Markham ON Sponsored by BMO Mortgage specialists team Agenda: Is inflation in the ...
CLICK TO REGISTER 1 CE Credit Your client cannot get insurance ? Over weight , Employment and more... Have you heard about UV Insurance simplified issue ? Discover UV’s intuitive Eapp – and fast issuing process. Join Chantal Marquis to lean more...
CLICK TO REGISTER Looking for more growth? Please join us for the launch of our newest participating whole life product – RBC Growth Insurance Plus™! With access to the guaranteed cash value at the end of the first policy year, and a new dividend option, this new product will compliment and complete our whole life offering.
CLICK TO REGISTER/CREATE ACCOUNT NO CE Credits We live in a VUCA world. VOLATILE, UNCERTAIN, COMPLEX and AMBIGUOUS. In all facets of life, we are compelled to effective communication – all the more in our fast-paced work lives, which are becoming more mechanized and digitized by the day. In a world of VUCA, our objective should be to provide those we ...
CLICK TO REGISTER 1 CE Credit
CLICK TO REGISTER Speaker: Dan Sims Agenda There are several situations where your clients will be responsible for naming beneficiaries—to a retirement account, an annuity contract, or a life insurance policy. Learn how to provide trusted service to your current clients and potentially work with heirs as new clients by implementing the beneficiary review strategy.
CLICK TO REGISTER CE accreditation under review In this presentation, Anna Tsepelis of RBC Insurance, will look at four concepts where we see RBC Growth Insurance in Action. We will introduce our Term Partial Conversion and Carryover feature and how we can extend its accessibility and flexibility when coupled with our Additional Deposit Option. We'll also examine a case study ...
