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.
CLICK TO REGISTER 1 CE credit, except in QC (You must stay on for the full presentation to receive your credit) Presenter: Zainab Sheikh, Regional Vice President, Ontario This presentation provides advisors with sales strategies for Foresters Advantage Plus Participating Whole Life product. Advisors will learn about product features and built-in benefits as well as flexible options to help meet ...
CLICK TO REGISTER 1 CE Credit Presenter: Barry Rubin, Director, Business Development At Beneva, we understand your clients need to protect and plan for their financial future. Our Beneva Advisor Playbook will showcase some specific examples to help you and your clients understand the value that Beneva can offer.
CLICK TO REGISTER 1 CE credit, except in Quebec Presenter: Markaysa Sinnamon, Sales Director Your Sales Director at The Edge Benefits, Markaysa Sinnamon has put together a unique and IDC Exclusive Webinar for you in 2023. You are invited to join this CE accredited training that will support the growth of your Living Benefit Business. The EDGE's Health and Dental ...
CLICK TO REGISTER CE Credits under review Hosted by: Don Hart, VP, Training and Development Speakers: Brad Hyde, Director, Tax and Estate Planning Chris Britton, Director, Tax and Estate Planning Frank Abate, National Director, Tax and Estate Planning Nitin Bansal, Director, Actuarial Support Beverly Krzmarcik, Co-owner Oasis Wealth Design Group Inc. Join the IDC WIN Advanced Estate Planning team for ...
CLICK TO REGISTER Speakers: Rosie Jurgutis Johnny Chiello Brenda Yee This session will provide a live walkthrough of the most recent Conquest enhancements - Data Aggregation and a robust Client Portal. No CE credits
CLICK TO REGISTER Speakers: Grant Hicks Gordon Chan Grant Hicks is President of Advisor Practice Management, a Financial Advisor coaching and training company, with over 30 years of unique experience in the financial services industry. This webinar will explore how elite Advisors: are acquiring ideal clients and avoiding mistakes Advisors make on client acquisition deliver more value to ideal clients by ...
