Click Here to Register No CE Credit During this training session, you will learn how to use the Equisoft/connect Opportunity module to track your sales and renewals. You will be able to track the number of sales and expected income, but also identify the cross-selling opportunities by using the data available in your CRM!
Click Here to Register CE Accreditation Under Review In 2021 benefits are being looked at in a completely different way. In our quest for Humanizing Benefits, its important to know your client from a whole health benefits perspective. Join us to dive deep into the questions, and the context when meeting perspective clients.
Click Here to Register No CE Credits Join The IDC WIN BDE team, Gary Steen, Manulife & Jonathan Lee, RBC for a panel discussion about Living benefits. The approach, the fact find, the sale and the close. Have you ever wondered why some people sell lots of Living benefit products and you can’t seem to break into the market. How ...
Click Here to Register 1 CE Credit Join this webinar to be introduced to key reasons to choose IA for client’s Estate planning needs. I will reference how to structure your contracts keeping in mind Estate Planning concepts and highlight our e-tools to help you to place business quickly and efficiently. I also will touch on efficient time saving tips ...
Click to Register 1 CE Credit Explore Humania's web based solutions! Humania Assurance has been working hard to build many simple web based solutions to meet the needs of your client's unique insurance needs. From babies to baby boomers, Humania has simple and online living benefit insurance solutions that can be sold in as little as 15 minutes. Join Roberta ...
Click Here to Register No CE Credits We believe the key to placing an Immediate Financing Arrangement, perhaps your first one for many of you, is… Teamwork. Please note, this session will be of most benefit to advisors with high income/HNW business owner and professional clients and prospects. An IFA is a custom permanent life insurance-tax-estate-banking solution. Most cases require ...
Click Here to Register 1.5 CE Credits all provinces except Quebec = 1 PDU Agenda - Lindsay Beal - Presenter Explore the symptoms, causes, and risk factors of Angina, Heart Attack, Coronary Heart Disease, and Heart Failure. Gain the knowledge of what information an underwriter requires when they assess an application of a client with a heart condition. Part ...
Click to Register No CE Credits What does it take to be a successful Advisor in todays world? Find out from four top advisors with IDC WIN. These women will share what it took to get to where they are today - their stories, their struggles and how they overcame them to be IDC WIN conference Qualifiers. Join Henriette Bichai, ...
CLICK TO REGISTER/CREATE ACCOUNT No CE Credits Join Marni Hefner, Business Development Executive, for a tour of the IDCWIN Group Superstore. This virtual facility will help Advisors get a better understanding of the products we offer and how we help you assemble the perfect plan for your prospects – creating a deliverable that will set you apart in the marketplace. ...
Click Here to Register No CE Credits Presenters: Larry Keating with guest Darren Mar Ransomware has become a second pandemic affecting one-person offices to multinational corporations, leaving businesses devastated with financial loss, legal consequences, reputational damage, and even loss of business. With attacks happening daily in Canada, not doing anything is no longer an option.Prevention is by far the best ...
CLICK TO REGISTER No CE Credits Many business owners have built up significant retained earnings in their corporations and are looking for ways to pull those earnings out. There’s a simple strategy available that moves earnings out of the company to finance a segregated fund investment loan in a tax-efficient way. This session will show how it works, step-by-step, so ...
Click Here to Register 1 CE Credit Presenter: Mathew To If you are actively selling segregated funds, or even if you aren’t, you’ll want to attend this webinar as we dive into insights and research aligned with our product solutions that will help you prepare for the upcoming six months enabling you to develop key strategies and plans of attack ...
