Click Here to Register CE Credits Under Review This case study will focus on the Estate Bond Concept utilizing Empire Life's Optimax product and 10 year PUA's in order to maximize the value to the sample client.
Click Here to Register 1 CE Credit EDGE Benefits will be hosting a Webinar for IDC WIN advisors to provide an overview of how our Health and Dental Multi-Life Solution has changed the way Small Businesses have purchased benefits. Join this webinar to learn about all the unique advantages we offer with our solutions.
Click Here to Register 1 CE Credit Join Specialty Life Insurance and discover our newest Evolution 2.0 portfolio. Safest No Medical Life Insurance, with the highest face amounts (up to $1M) and no medical requirements, even for average health or older applicants. Please join us to meet Jenie & Jenie assist: Real-time virtual underwriter Maximizes honest disclosure! Safest No Medical ...
Click Here to Register 1 CE Credit Please join Alex Lekas, as he delves in to Universal Life and the potential benefits that exist for your clients. He will be discussing level cost, as well as, YRT options and features that are unique to the IA product.
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, ...
