Your success is our business

          Investment knowledge series Part 2 of 3                                                                                 Claudette Richard                ...

CLICK TO REGISTER Event description: Join thought leaders and industry representatives to share big ideas and practical information and solutions to help advisors: Surface relevant information from the noise Stay tuned to the needs of the employers and plan members we serve Harness innovation to be more empowered as human beings and more effective in our work and daily lives

CLICK TO REGISTER No CE Credits Equitable Bank, in partnership with IDC WIN, is proud to announce the launch of the new Equitable Bank Mortgage Referral program. Please join Joe Flor, AVP National Partner Relations EQB, to hear how IDC WIN Advisors will now be able to refer potential mortgage clients to Equitable Bank that go beyond traditional T4 clients. ...

          Investment knowledge series Part 3 of 3                                                                                 Claudette Richard                ...

CLICK TO REGISTER Event description: Join thought leaders and industry representatives to share big ideas and practical information and solutions to help advisors: Surface relevant information from the noise Stay tuned to the needs of the employers and plan members we serve Harness innovation to be more empowered as human beings and more effective in our work and daily lives

CLICK TO REGISTER CE credits under review Learn about Foresters Par WL and LiveWell Plus CI.  Discover how they fit for the family but also the options and unique features that apply to children.  Lets not forget member benefits and how they can be of significant value to the children of your clients.”

Jordan Henry, Business Development Manager CLICK TO REGISTER 1 CE Credit   Understand who your Visitors to Canada customers are. Outline the features and benefits of our Visitors to Canada insurance for your clients. Understand how to use our 4-step sales process. Learn more about our support for you.

                          Angelina Basra                                     Rose Marcello Director of Sales, Investments         Senior Director, Client Portfolio Manager CLICK TO REGISTER 1 CE Credit RESPs can be a great way to save ...

  Empire Life Account Executive CLICK HERE TO REGISTER 1 CE Credit (except in QC) Description: Delving into getting Kids started with Insurance while they are young and healthy and not having to worry about insurability in the future.

Samara Charters, Director, Advice & Stewardship, Sun Life Consulting CLICK TO REGISTER 1 CE Credit Sun Life is pleased to invite you to the Intergenerational Wealth Planning presentation. Watch this short introduction video to learn more. Getting in front of the next generation is critical to both the success of your business and clients’ legacies. As much as 66 per ...

Tammy Couillard, ACS, AIAA, CHS Account Executive, Retail Insurance Distribution   CLICK TO REGISTER CE Credits under review Effective ways to position Permanent Life Insurance with your clients.  

Shawn Redford, Senior Director, Business Development Individual Insurance and Investments CLICK TO REGISTER 1 CE Credit Canadians are living longer than ever before, and older Canadians are increasingly making up a greater proportion of the total population.  Seniors are at a heightened risk of losing money due to financial mistreatment, undue influence, diminished mental capacity and financial literacy.  Advisors are increasingly ...