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 ...
CLICK TO REGISTER This first of a two-part session explores the unique aspects of planning for an income that is designed to support the lifestyle individuals and clients envisage as they approach or embark on the journey of financial independence. Attendees will be exposed to: Some of the myths and realities concerning retirement How and why assumptions and factors ...
CLICK TO REGISTER Discover the growth potential in group retirement benefits by joining IDC and Common Wealth for an informative webinar. Whether you're new to selling GRS or looking to enhance your current offerings, this session will help you understand what's driving client demand and how our partnership can support your success. Elevate the group retirement experience for your clients ...
CLICK TO REGISTER Our last session focused on the views and expectations of aging Canadians and the retirement income planning process. One widely held concern is outliving one’s money and becoming a burden on family. This session looks at some key considerations that can impact how long money will last, income generating strategies that can help with the ups ...
CLICK TO REGISTER With inflation at unprecedented levels (in recent memory), middle class is feeling the budget pressures and looking for ways to stretch the dollars. Often choosing not to cover some of the risks they are exposed to could unduly jeopardize the financial integrity of the family unit. This concept presentation is looking to demonstrate how to avoid putting ...
