Allianz – Visitors to Canada

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.

iA Financial Group: Help clients make the most out of their RESP

                          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 – The Kid Start Strategy with PAR Whole Life

  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.

Sun Life: Intergenerational Wealth Transfer

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 ...

Empire Life: Why Par?

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.  

SSQ Insurance: Protecting Seniors and Vulnerable 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 ...

UV Insurance presents Juvenile insurance

               CLICK TO REGISTER 1 CE Credit (BC, AB, ON, QC) Join me, Chantal Marquis and learn about the juvenile insurance product lineup available at UV Insurance.  Everything you need to know about UV Insurance and our children insurance – UV insurance simplified issue sweet spots for children – CI for children – free ...

Option One Travel Insurance – Website Launch

Ron Madzia, President CLICK TO REGISTER No CE Credits Ron Madzia President at Option One Travel Insurance Inc. is pleased to announce the launch of their quotation and information website for travel insurance. Sign up to hear some of the exciting benefits and services Option One will provide for people interested in selling Travel Insurance. New carriers New travel-related products ...

SSQ Insurance: Pulling back the curtain…Insights from the claims department

CLICK TO REGISTER 1 CE credit Submitting a claim for life, disability or critical illness benefit is a critical moment in the life of the insured/beneficiary as well as the insurance contract.  Insurers and Advisors must work together to make the claim experience positive during a challenging time. Join us as we pull back the curtains with our Claims Department ...

Sun Life Presents – The IFA Workshop

1 CE Credit CLICK HERE TO REGISTER  Sun Life is pleased to invite you to the Immediate Financing Arrangements (IFA) Workshop. This 2-hour workshop will commence with a 1-hour Presentation on “To leverage or not to leverage” Presented by: Mark Davis, MFin, CFA, Director of Professional Insights, Sun Life. IFAs offer an attractive opportunity for the right client, but they’re ...

RBC DI Summer School, Part 1

                  CLICK TO REGISTER 1 CE credit Prospecting in the Blue/Grey Collar Marketplace + RBC’s Exclusive Construction Program for IDC WIN