CLICK HERE TO REGISTER Our partners at Equisoft are hosting a live webinar to address any questions you might have about your technology stack. Whether you are looking to move your book of business to a CRM custom-tailored to financial advisors; or to streamline your processes with custom-built forms and automated data population, or just looking to better manage your ...
Presenters: - Joe Flor, AVP – National Partner Relations, Alternative and Prime Mortgages - Allan McNeil, Regional Manager, Reverse Mortgages Opening remarks – Vic Raye, National Director, Banking Services, IDC WIN CLICK TO REGISTER IDC WIN invites you to an exclusive webinar brought to you by Equitable Bank, as our third and newest core lending partner continues ...
CLICK HERE TO REGISTER Presenter: Brad Hyde, BBA, CFP, CLU, CHS, EPC | IDC Worldsource Insurance Network | Director, Tax and Estate Planning – Western Canada Topic: High Net Worth Market – What’s Working in 2022 An open discussion from High Net Worth cases that have been worked on in 2022. CE Credits under review
Description: Its one thing to sell group benefit packages to a client, it is another to match their needs, understand their culture, how they trend, and what their history is in order to be effective. Join us October 25 at 1 p.m. EST to find out how. CLICK HERE TO REGISTER No CE credits are available
CLICK HERE TO REGISTER Special guest speaker: Greg Foss Join Greg for an educational session on Bitcoin No CE credits are available
CLICK HERE TO REGISTER Speakers: Dominic Villeneuve, Director, Cybersecurity and Infrastructure | Technology & Innovation Guillaume Fauteux, Vice President, Business Development and Marketing | Individual Insurance and Investment & Retirement Description: This unique session aims at training advisors on how to protect confidential data for both clients and business records and will empower them to with skills to avoid identity ...
CLICK HERE TO REGISTER We are excited to invite you to join us virtually at the next RBC Insurance® wealth webinar where you’ll hear from our special guest, Eric Lascelles, Chief Economist at RBC GAM. As Chief Economist at RBC GAM, Eric Lascelles maintains the firm's global economic forecast and advises its Portfolio Managers on key themes and ...
CLICK TO REGISTER 1 CE Credit RBC Disability Insurance and Construction Workers Presenting an exciting disability insurance program that is EXCLUSIVE TO IDC Worldsource advisors. This session will walk you through this exciting offer, while providing prospecting tips and tricks to break into and dig deeper into this exciting market opportunity!
CLICK HERE TO REGISTER Join Eric Wachtel, our Chief Compliance officer along with Equisoft and hear how Equisoft can help you improve productivity, sales and compliance within your practice. No CE credits are available
CLICK HERE TO REGISTER Join us on November 16, 2022 to hear directly from your industry peers about how they are continually enhancing their digital capabilities to compete in today’s fast-changing industry and helping their clients. No CE credits are available
CLICK TO REGISTER CE credits under review
CLICK HERE TO REGISTER Speaker: Angelina Liu, B.B.A.(ctb), CFP, EPC | Marketing Associate, Life, ON | Industrial Alliance Moderator: Samuel Chan, Vice President, Asian Market | IDC Worldsource Insurance Network Inc. 1 CE credit - Ontario only
