CLICK HERE TO REGISTER Kickoff your year with Momentum! Expert insights on health, wealth and technology trends in 2026 Kickoff the year with three thought leaders who will help you navigate the trends shaping client priorities and market strategies. This webinar is your opportunity to gain actionable insights on both demographic and economic forces that matter most in 2026 and ...
CLICK HERE TO REGISTER Canada’s economy is expected to grow by 1.3% in 2026, while global real GDP is projected to rise by 2.9%1. How will these trends impact financial markets and your clients? Why attend? Join us for this live webinar with Randall Bartlett, Deputy Chief Economist at Desjardins, and get insights on: Canada’s strategy to navigate global uncertainty and maintain fiscal sustainability Economic ...
CLICK HERE TO REGISTER Presenter: Mitchell J. Singer, B.Sc., LL.B. Estate planning is about getting your clients' possessions to whom they wish with as little hassle and as little tax as possible. This webinar examines the core pillars of estate planning—wills, trusts and insurance—while exploring the strategic duties of executors and the tax implications of asset disposition. We will highlight ...
CLICK HERE TO REGISTER See how Common Wealth + IDC WIN help you add group savings with confidence. In this session, we show how Common Wealth helps make group savings plans straightforward and profitable—for you and your clients. You’ll learn how to confidently add group savings to your offerings and see how partnering with IDC WIN enhances the Group ...
CLICK HERE TO REGISTER As AI transforms how organizations operate and compete, advisors need to move past the headlines. Understanding real‑world applications, emerging capabilities, and the impact on decision‑making, client engagement, and long‑term value. Hosted by BMO Insurance’s Gregory Young, Vice‑President, Business Development – Life Products and and Chandni Azrot, Business Development Manager this webinar brings together industry leaders Aaqib ...
CLICK HERE TO REGISTER Let’s start the year strong together! Join our virtual kickoff where we will explore the reasons why a discovery based on your clients' specific needs can help you to turn insights into more effective benefit strategies. We will also be introducing our partnership with BeniPlus, a new health spending account platform that allows for flexible spending, ...
CLICK HERE TO REGISTER MasterClass: Family Estate Planning – Anticipate Tax Implications and Plan an Effective Wealth Transfer Join this MasterClass to discover how proactive estate planning can protect family wealth, reduce the tax impact at death, and enable a structured transfer to future generations. You will also learn how the life and critical illness insurance solutions offered by Desjardins Insurance can serve as ...
CLICK HERE TO REGISTER Locked-in retirement accounts (LIRAs) are often misunderstood, yet they play an important role in retirement income planning when clients leave an employer, go through a marital breakdown, or receive pension assets as a survivor. This webinar explains how LIRAs work, how they differ from RRSPs, and the rules around access, withdrawals, and conversion at retirement. We ...
CLICK HERE TO REGISTER 1 CE credit (You must sign in on time and stay logged on for the full presentation to receive your credit) **Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**
CLICK HERE TO REGISTER Join us for a dynamic webinar where we’ll delve into Foresters Advantage Max, our newest PAR whole life designed to significantly have increased cash values starting year 10, increased death benefits starting year 1, and highest FYC in the market! This will unlock powerful client strategies, and open new markets for your business. It’s packed with ...
CLICK HERE TO REGISTER An overview of how our Health and Dental SBB solution has changed the way small business owners have purchased benefits for their employees. Our 100% nationally pooled program has been a huge benefit in maintaining costs for small business owners. Please join us to learn about all the unique advantages we offer with our SBB plan ...
CLICK HERE TO REGISTER Do any of your business owner clients need a tax-efficient CI strategy to compliment their retirement plans? While also protecting themselves and their business? Join us for an insightful session geared toward successful business owners looking to safeguard the future of their companies. We’ll explore how critical illness insurance can play a powerful role in ensuring ...
