CLICK TO REGISTER Focusing on a specific niche enables you to specialize your skillset and develop a deep expertise. This in turn allows you to deepen your understanding of client needs in that market, increasing your ability to create great client experiences and set yourself apart from competitors. This CE-credited webinar will guide you through the strategic process of ...
The customer journey with any advisor only begins with the first signatures of the policy paperwork. In this session, Jonathan Jarvie will showcase how you can leverage cutting-edge technology, particularly Life Design Analysis, in order to reshape every facet of the life insurance journey. From redefining sales strategies to optimizing policy management, cross-selling, and conversion, this session offers a comprehensive ...
CLICK HERE TO REGISTER Unlocking Client Value, Strategies for Time-saving, and Cross-selling Success Join Senior Account Executive Jonathan Jarvie from LDA to showcase a real-life case study highlighting the power of time-saving techniques, client benefits, and cross-selling opportunities post-initial sale with LDA. Drawing from his rich experience, Jonathan will unveil actionable strategies for optimizing workflow efficiency, nurturing client relationships, and ...
CLICK HERE TO REGISTER The RBCI Spring Disability Insurance School is a comprehensive seven session course that covers Disability Insurance from A to Z. Sign up for all sessions to take advantage of learning DI step by step, building on your knowledge weekly. If your time is limited and you are already adept at one of our offerings, we recommend ...
CLICK HERE TO REGISTER The Discovery Series: Beyond Average - The multidisciplinary team approach Speakers: Christopher J. Burton | Financial Security Advisor, Burton Financial Group Rehan Bhanji CFP, CLU | National Best Practice Leader, Desjardins Embark on a transformative journey with Christopher J. Burton, Founder of Burton Financial Group. In this CE accredited session, we'll delve into how everyday family ...
CLICK HERE TO REGISTER The RBCI Spring Disability Insurance School is a comprehensive seven session course that covers Disability Insurance from A to Z. Sign up for all sessions to take advantage of learning DI step by step, building on your knowledge weekly. If your time is limited and you are already adept at one of our offerings, we recommend ...
CLICK HERE TO REGISTER The RBCI Spring Disability Insurance School is a comprehensive seven session course that covers Disability Insurance from A to Z. Sign up for all sessions to take advantage of learning DI step by step, building on your knowledge weekly. If your time is limited and you are already adept at one of our offerings, we recommend ...
CLICK HERE TO REGISTER Tax rules have historically made it much less appealing for business owners to sell the shares of their company to a company owned by one of their children than to a third party. That is not true anymore. This presentation will provide an overview of the new intergenerational business transfer tax rules, the issues they ...
CLICK HERE TO REGISTER The RBCI Spring Disability Insurance School is a comprehensive seven session course that covers Disability Insurance from A to Z. Sign up for all sessions to take advantage of learning DI step by step, building on your knowledge weekly. If your time is limited and you are already adept at one of our offerings, we recommend ...
CLICK HERE TO REGISTER The RBCI Spring Disability Insurance School is a comprehensive seven session course that covers Disability Insurance from A to Z. Sign up for all sessions to take advantage of learning DI step by step, building on your knowledge weekly. If your time is limited and you are already adept at one of our offerings, we recommend ...
CLICK HERE TO REGISTER Presenter: Marni Hefner, Director, IDC WIN Workplace Solutions, Business Development (ON & ATL) Group benefits – its not that hard and totally worth it! Discover the untapped market potential, the symbiotic relationship between group benefits and individual insurance sales, and the value of a group practice. Join us to learn a strategic process for selling group ...
CLICK HERE TO REGISTER Presenter: Lori Hartery, Regional Sales Director, Prairie Region, Individual Life & Health Insurance |Desjardins Insurance Do your clients worry about the impact that an illness could have on their retirement plans? Desjardins Insurance has developed a tool that can help enhance your conversations with clients about how they can protect their retirement with CI. Learn why ...
