Beneva – RRSP Toolkit – Investment Accounts

CLICK HERE TO REGISTER RRSP season is fast approaching… Beneva’s ‘Same Fund…Same MER’ with 100% death benefit guarantee Investment Account platform is a unique way to drive performance and protect beneficiaries while keeping costs down. We will also be addressing current market volatility, handling client objections and how the Beneva sales team can work with you to help onboard new ...

Empire Life – TRIIPSS Webinar: Taking a deep dive into the TFSA

  CLICK HERE TO REGISTER Speaker:  Alexandre Papale | Manager, Tax Retirement & Estate Planning Services | Empire Life The Tax-free savings account program began in 2009. While the contribution room for the first year was $5,000, it will be $88,000 in 2023 (for someone who was 18 or older in 2009). What was initially a small component of financial ...

ModernAdvisor – Leveraging Digital Advice in a Future-Ready Practice

Click to register The world of financial advice is evolving faster than ever. Clients are demanding a closer relationship with their investments and advisors are constantly being asked to spend more time on compliance and regulatory functions. Join Tom Chipman from ModernAdvisor as he explores the challenges and opportunities available to advisors looking to build a future-ready practice. This session ...

IDC WIN Launch 2023 – Stories that sell!

CLICK HERE TO VIEW AGENDA AND REGISTER Tell the story | Market the idea | Make the sale IDC WIN invites you to attend Launch 2023 virtual meetings for Stories that Sell. Join us to gain insights, marketing tools and ideas that you can convert into successful sales strategies to meet the specific needs of your clients. We are presenting ...

Sun Life – Behaviour focused advice: a must for today’s advisor

Click to register Most advisors spend the bulk of their time trying to minimize their clients’ behavioural mistakes, especially during times of uncertainty. Although influencing human behaviour isn't always easy, research shows it's one of the greatest values you provide. Join this session to understand the impact of emotional decision-making, your value as a human advisor, and how to overcome ...

IDC WIN Workplace Solutions: Four-part series: Group 101 – The reasons why you need to know how to sell group insurance and Workplace Solutions

CLICK TO REGISTER:  SESSIONS 1 - 3 CLICK TO REGISTER:  SESSION 4 CE credits under review IDCWIN Workplace Solutions is pleased to offer a 4 part training program for all of our advisors who are currently or interested in adding a group insurance offering to their repertoire and business offering. Sessions: Prospecting and the importance of KYC Request to quote ...

iA Financial Group: RRSP Kick Off

Click to register Understanding different options in helping your clients save for their retirement. 1 CE credit for BC and ON only (You must stay on for the full presentation to receive your credit) **Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.

Manulife – Personal and Corporate Estate Bonds

CLICK TO REGISTER No CE credits Join Manulife’s Dan D’Silva as he highlights cases that work with a personal estate bond. He’ll also take the time to review a Corporate Estate Bond case study and provide insight into how others are successfully positioning this strategy. In this ever changing market you can expect Dan to chat about product differences in ...

IDC WIN Workplace Solutions: Four-part series: Group 101 Session 2

CLICK TO REGISTER:  SESSIONS 1 - 3 CLICK TO REGISTER:  SESSION 4 CE credits under review IDCWIN Workplace Solutions is pleased to offer a 4 part training program for all of our advisors who are currently or interested in adding a group insurance offering to their repertoire and business offering. Sessions: Prospecting and the importance of KYC Request to quote ...

Beneva – In todays world of Inflation and Shrinkflation, Beneva Advisors are standing out by adding EXTRA VALUE

CLICK TO REGISTER No CE credits are available Join Chris as he takes a detailed look at 3 key insurance ideas: 1 - Guaranteed Income Enhancer – today’s version of the “Insured annuity”.  Using pricing arbitrage to provide retirees the equivalent of 5-8% cashflow on a fully guaranteed basis, with less taxable income than a bond or GIC. 2 – ...

Canada Life – Getting you and your large-case business the support you need

CLICK TO REGISTER 1 CE Credit Do you have clients in the affluent market? Join us as Jonathan Dunne, Regional Sales Manager, details the high-net-worth insurance offering at Canada Life and how we can help elevate your next client experience with the incredible resources we have available.