Join us for an engaging and informative training session designed specifically for advisors seeking to enhance client engagement and maximize their potential for success. In this session, we will delve into the crucial aspects of the qualification process and the importance of conducting a comprehensive fact-find. 1 CE Credit CLICK TO REGISTER
This session will go through a number of previously published articles to explain and reinforce strategies and opportunities focusing on investments. A variety of case studies will showcase challenges that may arise and preferred strategies to consider. CE credits: Pending. To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz ...
Unfortunately, of the 1.2 million businesses in Canada, 75% lack group benefits. These businesses employ 50% of the Canadian workforce, with 60% of employees preferring a benefits package over a $10,000 salary increase. Without a group benefits program in place, candidates are likely to look elsewhere for a job, signifying the importance for business owners to acquire a WLRP. Join ...
CLICK TO REGISTER AdvisorStream is an industry-leading automated marketing platform that helps advisors drive client engagement and build business. The platform allows advisors to leverage credible and engaging content and share it through automated multichannel communications. This demo will showcase how this platform can help you with your marketing efforts. NO CE Credits
1 in 3 Canadians suffers a disability that lasts 90 days or longer during their working career. When the unexpected hits, it is critical to have coverage that supports your loved ones in the event of a stroke, heart attack, cancer, or other major illness. Our medical advances have made it easier to recover from these treatments, with Canada's senior ...
CLICK HERE TO REGISTER Flexibility for business owners and their employees – why this concept is more important than ever to promote and understand. 1 CE Credit under review
CLICK HERE TO REGISTER We invite you to an upcoming webinar that can help you sell more life insurance by utilizing the Circle of Wealth®'s 10-Minute Lesson. This lesson has proven to be highly effective in engaging and communicating with clients, ultimately leading to more business growth. You must pre register to attend. Registered attendees will receive the Zoom link ...
CLICK HERE TO REGISTER What makes leading advisors so successful? In early 2022, we commissioned a study through Environics Research to answer that question. This session will provide an in-depth look at emerging trends and business practices among top advisors. You’ll leave with key tools and take-aways to help you identify opportunities and close any gaps within your business. You’ll ...
In the recent years, advisors and investors alike have had to rely on technology to do business more than ever before. Now, advisors have the unique opportunity to strategically lean into a hybrid environment, where they can leverage technology to systematize their business, provide better client service, and grow an efficient practice. In this presentation, you will learn: Why it ...
Did you know that in Canada, most small businesses do not offer health coverage to their employees? With eight million Canadians comprising small companies, it is evident that there is an opening for numerous sales opportunities in this underserved market. Another group that RBCI is concentrating on is high net-worth clients, who face unique financial challenges to preserve their wealth. ...
CLICK HERE TO REGISTER Description: Learn about Critical Illness solutions with Canada Protection Plan and Foresters Financial. Find out how easy it is to get your clients covered. We showcase the versatility of the products through a number of exciting case studies Including complimentary member benefits available with each plan. 1 CE credit (You must stay on for the full ...
CLICK HERE TO REGISTER Description: Before beginning DI School, Jonathan will introduce the most "stripped down" disability product that covers the broadest market segment: The Fundamental Series. It is the backbone for RBC's more intricate products and can be easily incorporated to serve your clients. IDC WIN is promoting this event and is not IDC WIN hosted.
