Click to register Understanding different options in helping your clients save for their retirement. 1 CE credit for BC and ON only (You must stay on for the full presentation to receive your credit) **Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.
CLICK TO REGISTER No CE credits Join Manulife’s Dan D’Silva as he highlights cases that work with a personal estate bond. He’ll also take the time to review a Corporate Estate Bond case study and provide insight into how others are successfully positioning this strategy. In this ever changing market you can expect Dan to chat about product differences in ...
CLICK TO REGISTER 1 CE Credit Join us as we detail our high-net-worth offering and capabilities in the investment space and discuss the opportunities associated with our popular Estate Protection product.
CLICK TO REGISTER: SESSIONS 1 - 3 CLICK TO REGISTER: SESSION 4 CE credits under review IDCWIN Workplace Solutions is pleased to offer a 4 part training program for all of our advisors who are currently or interested in adding a group insurance offering to their repertoire and business offering. Sessions: Prospecting and the importance of KYC Request to quote ...
CLICK TO REGISTER No CE credits are available Join Chris as he takes a detailed look at 3 key insurance ideas: 1 - Guaranteed Income Enhancer – today’s version of the “Insured annuity”. Using pricing arbitrage to provide retirees the equivalent of 5-8% cashflow on a fully guaranteed basis, with less taxable income than a bond or GIC. 2 – ...
CLICK TO REGISTER 1 CE Credit Do you have clients in the affluent market? Join us as Jonathan Dunne, Regional Sales Manager, details the high-net-worth insurance offering at Canada Life and how we can help elevate your next client experience with the incredible resources we have available.
CLICK TO REGISTER: SESSIONS 1 - 3 CLICK TO REGISTER: SESSION 4 CE credits under review IDCWIN Workplace Solutions is pleased to offer a 4 part training program for all of our advisors who are currently or interested in adding a group insurance offering to their repertoire and business offering. Sessions: Prospecting and the importance of KYC Request to quote ...
CLICK TO REGISTER: SESSION 4 CE credits under review IDCWIN Workplace Solutions is pleased to offer a 4 part training program for all of our advisors who are currently or interested in adding a group insurance offering to their repertoire and business offering. Sessions: Prospecting and the importance of KYC Request to quote process and group underwriting The Marketing Proposal ...
CLICK TO REGISTER 1 CE credit (Except Quebec) Presenter: Ian Kerr, Account Executive, Investments Discover how Empire's Seg funds and Empire's Class Plus 3.0 contract can aid greatly in covering off the 4 Risks in retirement.....Longevity, Inflation, Market Performance, and Sequence of returns risk.
CLICK TO REGISTER 1 CE credit Brent Swatuk Presents: Levelize the Tax for Corporate Clients – Bolstering the corporate balance sheet with participating whole life and how to share ideas for ensuring wealth that would typically be lost to taxes remains within your portfolio, while retaining liquidity, access, and control, and ultimately creating a more efficient and meaningful estate for ...
CLICK TO REGISTER 1 CE Credit (except Quebec) Presenter: Zack Friedmann, Business Development Manager, Ontario Region, BMO Insurance Zack will dive into the unique offerings from BMO Insurance that can help in the large case market. Speaking to real case studies on our Whole Life and Universal Life will show you where we can fit in your practice.
CLICK TO REGISTER 1 CE Credit (Except Quebec) Presenter: Laura Madsen, Account Executive, Retail Insurance Distribution The Keep the Cottage in the family strategy provides your clients the opportunity to redistribute some of their taxable investments, particularly their bond or GIC portfolios, into a participating whole life insurance policy to take advantage of tax-deferred savings and a tax-free death ...
