Equitable Life: “If I was down to my last dollar, I still wouldn’t buy life insurance”

Brent Swatuk, CHS, CLU, CPCA, EPC, Advanced Case Consultant CLICK TO REGISTER No CE Credits are available This session will explore how to position life insurance with corporate clients by understanding what they value and getting to the heart of what their desired outcomes are as well as focus on the softer facts that need to be mastered to truly be ...

IDC WIN Workplace Solutions: INKBLOT – Changing the conversation on mental health

  Marni Hefner, Business Development Executive CLICK TO REGISTER No CE credits are available Stepping outside your head and making decision to seek therapy for any stages in your life can be challenging… "Inkblot uses advanced technologies for intelligent matching, monitoring effectiveness, and eliminating geographical barriers. At the same time, we maximize the human connection between care providers and clients."  ...

RBC Insurance: Successfully understanding the corporate-owned disability insurance market

CLICK TO REGISTER Want to learn more about the most significant opportunity in the Living Benefits space for businesses?  Mark your calendar for Successfully Understanding the Corporate-Owned Disability Insurance Market! This webinar is perfectly timed for advisors seeking guidance with the single greatest opportunity in Living Benefits today: Corporate-Owned Disability Insurance plans. In this session, RBC Insurance Senior Sales Consultants ...

IDC WIN Banking | Equitable Bank | BC, ON, QC advisors only

CLICK TO REGISTER No CE credits are available Join Allan McNeil, Regional Channel Manager, to hear about Equitable Bank’s later-in-life home equity lending expertise. You will learn: • Where does Equitable Bank’s solution win vs the competition? • Top reverse mortgage FAQs re rates, fees, regulations, flexibility, myths • What’s their referral process like? • What are the next steps ...

IDC WIN Fall Education Days: Mississauga

  Are you ready?  Registration is now open Yes, we are back, live and in person! You are invited to join us for the IDC WIN 2022 Fall Education Day for some in-class learning.   We, along with our Carrier partners, aim to help you surface opportunities and ideas that support your business growth and professional development. CLICK TO VIEW AGENDA CLICK ...

IDC WIN Fall Education Days: Montreal

Are you ready?  Registration is now open Yes, we are back, live and in person! You are invited to join us for the IDC WIN 2022 Fall Education Day for some in-class learning.   We, along with our Carrier partners, aim to help you surface opportunities and ideas that support your business growth and professional development. We can’t wait to see you ...

IDC WIN Fall Education Days: Calgary

Are you ready?  Registration is now open Yes, we are back, live and in person! You are invited to join us for the IDC WIN 2022 Fall Education Day for some in-class learning.   We, along with our Carrier partners, aim to help you surface opportunities and ideas that support your business growth and professional development. CLICK TO VIEW AGENDA CLICK TO ...

IDC WIN Fall Education Days: Edmonton

Are you ready?  Registration is now open Yes, we are back, live and in person! You are invited to join us for the IDC WIN 2022 Fall Education Day for some in-class learning. We, along with our Carrier partners, aim to help you surface opportunities and ideas that support your business growth and professional development. CLICK TO VIEW AGENDA CLICK TO REGISTER ...

IDC WIN Fall Education Days: Vancouver

Are you ready?  Registration is now open Yes, we are back, live and in person! You are invited to join us for the IDC WIN 2022 Fall Education Day for some in-class learning. We, along with our Carrier partners, aim to help you surface opportunities and ideas that support your business growth and professional development. CLICK TO VIEW AGENDA CLICK TO REGISTER ...

CPP/Foresters – Critical path to sales success

Presenter:  David Talbot, RHU, FIC | Assistant Vice President, Business Development CLICK TO REGISTER Life insurance sales are an important cornerstone of our business for providing protection to our clients. However, with the fact that Canadians are living longer than ever before, there is an increase in life expectancy thus the risk of surviving a critical illness is greater than ...

ivari – Family Wealth Transfer Strategy

  CLICK TO REGISTER A presentation to help advisors discuss the options available to transfer their client's wealth to their children and families. The presentation also discusses the advantages of using such a strategy before, during and after the transfer. 1 CE credit except for SK

Workplace Solutions Introduces group savings

Presenter:  Marni Hefner, Business Development Executive CLICK HERE TO REGISTER Group Savings and Retirement Plans are are key driver in retaining and attracting new employees and formulating a total rewards package.  Join us to see what we are doing and our new team to help and support our advisors. No CE credits available