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 ...
CLICK TO REGISTER 1 CE Credit Presenters: Neil Kellock, Regional Sales Director and Frank Lapierre, CFP, CLU Life Insurance Project Manager The webinar provides an overview of Sun Life's life insurance product shelf. It highlights pricing competitiveness, unique product features and positioning, sales strategies and sales tools. It also gives an overview of key marketing materials, no-fluid underwriting, and ...
CLICK TO REGISTER CE credits under review Presenter: Marni Hefner IDC WIN Workplace Solutions is pleased to offer a four-part training program for all of our advisors who are currently offering or interested in adding group insurance to their repertoire and business services. Part 4: Communication and employee engagement
CLICK TO REGISTER 1 CE credit Note: Quebec licensed advisors will need to answer multiple choice questions at the end of the presentation and pass with 60% in order to obtain their PDU for this session Introduction: Yusudan Ren, CFA, CFP, CLU, Pl.Fin., Regional Sales Director Presentation Conducted by: Helen Chow, FSA, AVP, Strategic Business Development & Marketing Actuary Topic: ...
CLICK TO REGISTER Agenda: Family Wealth Transfer with Dani Ginther, CLU: Dani will talk about opportunities in the market place and the importance of building the relationship not only with your clients but their kids and grandkids. .5 Credit AB only iA Advantage with Rishu Bains, CHS: Underwriting can be the difference maker when looking at getting a client insured. ...
CLICK TO REGISTER 1 CE Credit, except in QC Presenter: John Natale, Head of Tax, Retirement & Estate Planning Services, Wealth Tax & Estate Planning in Action – Lessons Learned Using a Case Study Approach “By Failing to prepare, you are preparing to fail.” (Benjamin Franklin). “Someone’s sitting in the shade today because someone planted a tree a long ...
CLICK TO REGISTER Group savings is one of the fastest-growing business lines for advisors. And IDC WIN’s partnership with Common Wealth enables your access to the opportunity! Common Wealth elevates the group savings experience for you and your clients – with a smart platform, incredible service, and a library of polished sales materials for advisors. Don’t miss this exciting opportunity ...
CLICK TO REGISTER 1 CE credit Speakers: Introduction: Yusudan Ren, CFA, CFP, CLU, Pl.Fin., Regional Sales Director Presentation Conducted by: Frank Lapierre, CFP, CLU, Life Insurance Product Manager and Alex Maus, Product Manager Sweet Spots at Sun Life provides an overview of our life and CI insurance product shelf. It highlights pricing competitiveness, unique product features and positioning, sales strategies ...
CLICK TO REGISTER 1 CE Credit|1 PDU Presenter: Anna Tsepelis, CLU, CHS | Senior Sales Consultant, Life | RBC Insurance Discovering Insurance Needs From a Business Owner’s Will – how asking the right questions uncovers life insurance needs Asking business owner clients the right questions about their will and estate planning can open the door to valuable conversations about ...
CLICK TO REGISTER 1 CE credit | 1 PDU Presenter: Helen Chow, BSc, FSA AVP, Professional Insights & Marketing Actuary | Sun Life Consulting Description: Variations of corporate insurance strategies and how they can be modeled to win over clients and accountants.
