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 ...
CLICK TO REGISTER Speaker: Chantal Marquis, Director, Business Development | Individual Insurance and Investment & Retirement 1 CE Credit available
CLICK TO REGISTER Presenter: Jeny Yeung, CFP, EPC Senior Director, Business Development, Individual Life Products What better day than International Children’s day to discuss insurance for children. Every parent has been the bandaid and Kleenex provider for all those scraps and bruises, cheering squad and biggest fan at all the sporting events. We know children are a gift. Let’s ...
CLICK TO REGISTER Presenter: Mark Murano If you have clients who are at that stage in their life where they are enjoying financial security, and want to help their grandchildren get an early start on the way to a financially secure future, purchasing a Participating Whole Life Insurance policy on their grandchild’s life may be the right approach. ...
