Option One Travel – Website Launch

Option One Travel (Click to Register) No CE Credits As Canada and the World gets ready for Adventure and Touring, we are now launching a website dedicated solely to Travel Insurance. Option One Travel Insurance will be introducing their new Website dedicated to all forms of Travel Insurance on Wednesday, July 7th 1:00 pm EST. This will be a chance to ...

Insurance Lending Solutions for Financial Professionals

Manulife Bank:  Insurance Lending Solutions for Financial Professionals (Click to Register) Manulife updates global brand, marking significant milestone in its business transformation. (CNW Group/Manulife Financial Corporation) No CE Credits Please join Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales for a turnkey-style presentation showing advisors why & how CSV credit strategies help them grow. In this session we will ...

Power Your Practice with Responsible Invesment

Desjardins : Power Your Practice with Responsible Investment (click to register) CE Accredited In 2020, Responsible Investment (RI) fund assets grew by 55%—5 times the overall fund industry.¹  64% of investors say they want to include RI products in their portfolio, but only 16% of advisors are talking to them about it. ² This is a chance for you to stand out! ...

Simplify Compliance

Equisoft:  Simplify Compliance (Click to Register) No CE Credits During this training session, you will learn how to use Equisoft/connect to manage your activities, your notes, your documents and your emails efficiently and simplify compliance. You will see how easy it is to keep and protect your work!

Corporate Life Insurance – Opportunity Spotting

Brad Hyde:  Corporate Life Insurance – Opportunity Spotting (Click to Register) CE credits under review Many advisors want to work with business clients for a variety of reasons, but many lack the experience to spot opportunities in the business market past the basic planning that gets done to cover debt or key person planning. We will explore a number of ...

Midyear compliance check with Eric Wachtel

Click Here to Register CE Credits Under Review   Make sure you are up to date on the latest compliance issues affecting your business and hear about compliant methods to grow your sales

Group Services – Win with WINjet

Click Here to Register No CE Credits WINjet is not your traditional group insurance plan … it is so much more! So how do you communicate this value to your clients? Marni Hefner, IDC WIN Group Business Development Executive, will speak with Manulife account managers about presenting the benefits of WINjet to new group prospects.  

Don Hart – The Art of Questioning

Click Here to Register CE accreditation under review It takes certain set of skills to be a successful interviewer, skills few of us are born with. Most good interviewers have consciously learned and refined their art. This webinar will introduce you to the beginning of your new journey as an excellent interviewer or (Fact-finder). The art of fact finding and ...

RBC Insurance – Medical Student Offer & Student Savings Program

Click Here to Register CE accreditation under review RBC Insurance, along with Dave Pike, BDE, IDC WIN, will discuss the opportunity within the summer season for the Medical Student Offer as well as the Student Savings Program for newly established professionals who have recently graduated or are in their final years of education.  The programs give the opportunity for advisors ...

BMO Insurance – The Ultimate Estate planning Tool

Click Here to Register 1 CE Credit The Ultimate Estate planning Tool: Estate costs like taxes and fees can’t be avoided, but they can be planned for and financed in such a way that they have a minimal impact on one’s estate.