CLICK HERE TO REGISTER Join Adam Kulesza, Compliance and Practice Development Consultant, for a practical overview of audits—what they are, why they happen, and how to prepare. Adam will cover Advisor Practice Reviews (APRs), what documents are requested, how to keep strong client files, and why clear documentation matters for demonstrating fair treatment of customers. THIS WEBINAR IS NOT IDC ...
CLICK HERE TO REGISTER Empowering advisors to think differently. The benefits landscape is being redefined in real time. This shift isn’t driven by theory, but by converging pressures across workforce dynamics, technology, healthcare delivery, and drug innovation. As complexity increases and expectations rise, advisors are being challenged to move beyond traditional models and deliver value in more strategic ways. The ...
CLICK HERE TO REGISTER Hosted by Simon Gélinas | Director, Business Development You must attend for a minimum of 55 minutes to obtain your PDU (Quebec) or CE Credit (Rest of Canada) and your certificate will be sent to you by email within 30 days. For advisors holding a license in Quebec: In addition, you need to obtain the required ...
CLICK HERE TO REGISTER Showing up consistently for clients doesn't have to mean hours of planning. This session walks through a practical, low-effort approach to choosing and sharing content that supports your social presence, client conversations, and follow-ups throughout the year. Less guessing, more confidence. Presenter: Emily Reed Key Takeaways A simple planning structure built for busy advisors How to ...
CLICK HERE TO REGISTER This webinar is specifically intended for advisors and their administrative staff. Discover how iA Financial Group makes your work easier, from application to contract delivery, with a fast, automated sales and post-sales journey designed to meet your clients’ evolving needs. In this practical webinar, learn how to: ✅ Deliver a contract quickly and efficiently ✅ Complete your most common transactions ...
CLICK HERE TO REGISTER Host: Joseph Trozzo, Investment Sales Vice President, Equitable Speaker: Ally Kulak, Inside Sales Associate, Equitable Today’s first time homebuyers face higher housing costs, rising interest rates and the challenge of saving while renting. A recent survey suggests two-thirds of Canadians still dream of owning a home despite a challenging market1. As advisors, you can play a critical role in ...
CLICK HERE TO REGISTER Join UV Insurance for an informative session on simplified issue options for children, designed to help advisors confidently position coverage for young clients — even those with common medical conditions. This webinar will walk through UV’s Express underwriting process and highlight available children’s life and critical illness products. Advisors will leave with practical strategies to identify ...
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 ...
