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. ...
CLICK TO REGISTER Presenter: Katherine Hill, Regional Sales Manager, Individual Life & Health Learn how to tell the story of participating whole life and how valuable it can be in giving the next generation a head start in life. Tap into the power of story-selling and learn how to have conversations that appeal to the client’s CORE VALUES, the ...
CLICK TO REGISTER Presenter: Yusudan Ren, CFA, CFP, CLU, Pl. Fin., Regional Sales Director, Central North East Region Appreciate the need of CII for children. Identify the benefits of purchasing a CII plan for young children. Understand the insurance solution, how it works and what options that are available the tailor the plan for the client. Explain how to ...
CLICK TO REGISTER 1 CE credit pending Presenter: Anna Tsepelis, CLU, CHS | Senior Sales Consultant | RBC Insurance Set children up for success with RBC Growth Insurance participating whole life for juveniles. From protecting their future with our industry-first approach to guaranteed insurability benefits to tax-effective transfers of wealth with the Waterfall Concept, we’ll discuss how juvenile par ...
CLICK TO REGISTER Presenter: Fraser Grimes | Inside Sales Associate, Investments | Individual Investment & Retirement Products, Ontario The presentation will encompass the following topics: RESPs Generational Wealth Transfer for minor beneficiaries Child Whole Life Policy 1 CE credit
CLICK TO REGISTER Presenter: Simon Ioia | Sales Representative | Ontario, Manitoba | Humania Assurance This presentation is meant to remind and inspire that financial planning is ‘wholistic’ work. Helping families ‘plan for the best but prepare for the worst’ is the very reason for the advisor role. If Children are a part of that plan, then they are a ...
