CLICK HERE TO REGISTER Brief Description: This webinar provides advisors with a clear look inside the paramedical exam process—from booking appointments to post‑exam outcomes. ExamOne will share best practices for preparing clients, explain common requirements such as APS and MIB, and outline how advisors can help minimize friction and delays throughout the underwriting journey. This webinar is not CE accredited ...
CLICK HERE TO REGISTER We’re pleased to offer another opportunity to attend. Join Eric Wachtel for Forces Shaping the Future of Our Industry, a repeat of his Spring Education Day session focused on the evolving compliance landscape in life and health insurance. This session explores shifting regulatory expectations, emerging risks, and rising consumer demands offering practical insights to help you ...
CLICK HERE TO REGISTER Panelists Facilitator: Vic Raye, National Director, Banking Services, IDCWIN, Vancouver Frank Abate, National Director, Tax & Estate Planning, IDCWIN, Toronto Chris Britton, Director of Estate & Tax Planning, IDCWIN, Halifax Randy Cutting, Vice-President, Specialized Lending Sales, DUCA Financial, Toronto Irvin Lim, Private Banker, Bank of Nova Scotia, Vancouver Join us for a focused session designed to ...
CLICK HERE TO REGISTER When managing corporate surplus cash, business owners face a delicate balancing act: maximizing investment growth while protecting their capital from market volatility and high corporate tax rates. This upcoming session explores how to use segregated funds effectively for your business clients. We will cover flow-through tax structures, Capital Dividend Account (CDA) optimization, and how to precisely ...
CLICK HERE TO REGISTER Description: If you're already using Microsoft 365, you may have more AI capabilities within your organization than you realize. Join NPC DataGuard for a complimentary 60-minute webinar exploring how Microsoft Copilot can help business professionals simplify routine work, improve productivity, and make better use of your Microsoft tools. You’ll learn: How Microsoft Copilot works within the ...
+ CLICK HERE TO REGISTER Cancer is affecting people at younger ages - is your protection advice keeping up? Description: What’s driving the rise in early-onset cancers The financial impact of surviving a serious illness How to position CI and DI with individual and group clients How Group and Family CI can strengthen benefit plans Conversation strategies you ...
CLICK HERE TO REGISTER Understanding the Paramedical Process: Helping Clients Navigate the Insurance Application Journey Join Andrew Namo, Strategic Account Executive with ExamOne, for an informative session designed to help advisors better understand the paramedical process and support clients through a smoother insurance application experience. Learn how to prepare clients for their appointment, the benefits of pre-booking, the advisor's role ...
CLICK HERE TO REGISTER Webinar 1 - Buy-Sell Structuring Using Life Insurance This presentation focuses on how life insurance can be a valuable tool as a funding source for buy-sell planning. The presentation takes the audience through the various methods that are utilized to structure a buy-sell agreement. It includes a comprehensive discussion of the advantages and disadvantages of each ...
CLICK HERE TO REGISTER This special Connect & Learn: Travel Insurance webinar brings together experts from Manulife, TuGo, and Allianz for three educational sessions designed to help advisors better understand travel insurance solutions, address evolving client needs, and identify opportunities to grow their business. Whether you're new to travel insurance or looking to expand your knowledge, you'll gain practical insights ...
CLICK HERE TO REGISTER This webinar will review the following: Family-owned businesses represent a major planning opportunity, with most incorporated and seeking tax efficient ways to manage surplus profits, reduce tax burdens, and plan for succession. Corporate owned life insurance (COLI) is a powerful strategy for funding tax liabilities, reducing the number of required policies, and creating tax free value ...
CLICK HERE TO REGISTER Deep dive into BMO Insurance single-deposit Insurance Universal Life strategy paired with a Guaranteed Interest Account (GIA). Offers secure, tax-deferred wealth preservation with no market risk. Perfect solution for older affluent client wanting a simple solution to pass on wealth to the next generation. 1 CE credit PENDING APPROVAL (You must stay on for the full ...
CLICK HERE TO REGISTER Positioning your practice to successfully navigate regulatory and carrier audits Insurance carriers and regulators continue to intensify their compliance oversight activities through advisor audits and file reviews. Attend this compliance webinar to learn how to demonstrate both that your practice is compliant and that your client files meet applicable regulatory and carrier requirements. 1 CE credit ...
