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 ...
