CLICK HERE TO REGISTER The Accessing Cash from Your Life Insurance Policy presentation equips advisors with practical, real world strategies to help clients unlock the value within their permanent life insurance. It explores the most common ways to access cash, including an overview of the exempt test, the tax treatment of cash value withdrawals and policy loans, the use of ...
CLICK HERE TO REGISTER What does it take to truly support women in today’s workplace? Gain practical insights, real-world perfectives, and actionable ideas to better support women across all life stages in today’s workplace. This webinar is designed for women, men, and anyone shaping a more inclusive workplace. NO CE CREDIT
CLICK HERE TO REGISTER In this CE credited presentation, we’ll take a deeper look at how Equimax® participating whole life insurance can complement traditional investments by enhancing tax efficiency, increasing retirement income flexibility, and delivering a more efficient estate transfer. Advisors will walk away with a clearer, more strategic framework for positioning whole life insurance in advanced planning conversations. Speaker: ...
CLICK HERE TO REGISTER This RazorPlan demonstration shows how advisors can use the platform to uncover concrete business opportunities through practical planning examples. Using short case studies, the session covers identifying retirement options including identifying how much clients can spend in retirement. It also includes an example focused on business owners and their estate planning needs. The emphasis is on ...
CLICK HERE TO REGISTER This session focuses on where Manulife tends to work best for clients with more complex needs. We’ll walk through practical examples across underwriting, permanent insurance design, conversions, and wellness based solutions, with a focus on how advisors can improve outcomes and open better planning conversations. The goal is to share ideas you can actually use, not ...
CLICK HERE TO REGISTER The triple threat for making a down payment on a house: How does the FHSA stand up? The Income Tax Act offers three tax-advantaged methods for making home down payments: the First Home Savings Account (FHSA), the RRSP Home Buyers’ Plan (HBP), and the Tax-Free Savings Account (TFSA). This session positions the FHSA as the leading ...
CLICK HERE TO REGISTER Mental health has become noise in today’s benefits landscape. More awareness hasn’t translated into better outcomes. This session cuts through that noise. You’ll discover why Cognitive Behavioural Therapy (CBT) is fundamentally different from other mental health approaches, and how it delivers practical, measurable results for both individuals and organizations. In this interactive session, you won’t just ...
CLICK HERE TO REGISTER What if the real opportunity isn’t saving more money… but improving how money already flows through a client’s financial life? See how advisors help their clients uncover hidden financial opportunities that may be costing them thousands over time. Using the Circle of Wealth®, you’ll see how advisors identify inefficiencies in taxes, debt structure, cash flow, and ...
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 ...
