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 ...
CLICK TO REGISTER Putting people first by returning to what insurance is meant to be about. We have a wide range of solutions to meet your clients’ Insurance and Investment needs through every stage of their lives. Joing us on May 10th to learn from a number of incredible industry speakers and our Sales & Management Team. Learn from a ...
CLICK TO REGISTER Join Emily Miszk and hear about Connecting with Clients through social media. Join Emily Miszk, the owner of Port Credit Mortgages for an insightful webinar on how she transformed her mortgage business to be 100% virtual well before the Covid-19 pandemic and subsequent lockdowns. Emily will share her expertise on how she leverages digital platforms to create ...
CLICK TO REGISTER Presenter: Zainab Sheikh, Vice President, ON Effective May 1, 2023, we’re taking some important steps to help you and your clients counter inflation. We’re discounting the rates of Foresters term life insurance submitted between May 1 to July 31, 2023 with individual coverage over $500,000. We’ve fine-tuned the ratios on the Enhanced Dividend Option for our Advantage ...
CLICK TO REGISTER Join Eric Wachtel, IDC WIN's Chief Compliance Officer talk about the 2023 Compliance check. A no nonsense presentation informing you of everything you need to be compliant and pass audits as an advisor CE Credit available
CLICK TO REGISTER Cohost: Nitin Bansal, FSA, FCIA | Director, Actuarial Support, IDC Worldsource Insurance Network 1 CE Credit
CLICK TO REGISTER Join Vic Raye, IDC WIN's National Director, Banking Services and hear about the latest banking updates. CE credits to be confirmed
CLICK TO REGISTER Speaker: Ryan Webb, Marketing Manager for Equisoft's Advisor Business and Founder of AppIntent.com Cohost: Eric Wachtel, Chief Compliance Officer | IDC Worldsource Insurance Network Ryan has been helping small businesses advertise online for nearly 2 decades. Tune in to this webinar to learn tips and tricks specific to financial advisors to help maximize your returns on advertising ...
CLICK TO REGISTER 1 CE credit EDGE Benefits will be hosting an online presentation for IDC advisors to provide an overview of how our guaranteed issue Critical Illness solution can help “keep the fence” around your clients. A great option if you have received a “decline” from your Critical Illness underwriter, your client does not want to go through the ...
CLICK TO REGISTER 1 CE credit BC, ON Work the top and bottom funnels to drive client engagement. Identify opportunities by importing your book of business, then target those clients with an email to fill out their needs analysis through the LDA Leadgen.
CLICK TO REGISTER Speaker: Petra Ross, Regional Sales Director, Individual Insurance and Health, Western Canada Top 10 Reasons to do Business with Desjardins: There are many reasons why you should do business with Desjardins Insurance. Join us and learn about unique product features like the contractual Association Option provided in our term life portfolio, market leading Teladoc Medical Experts (formerly ...
