Your success is our business

The customer journey with any advisor only begins with the first signatures of the policy paperwork. In this session, Jonathan Jarvie will showcase how you can leverage cutting-edge technology, particularly Life Design Analysis, in order to reshape every facet of the life insurance journey. From redefining sales strategies to optimizing policy management, cross-selling, and conversion, this session offers a comprehensive ...

CLICK HERE TO REGISTER Unlocking Client Value, Strategies for Time-saving, and Cross-selling Success Join Senior Account Executive Jonathan Jarvie from LDA to showcase a real-life case study highlighting the power of time-saving techniques, client benefits, and cross-selling opportunities post-initial sale with LDA. Drawing from his rich experience, Jonathan will unveil actionable strategies for optimizing workflow efficiency, nurturing client relationships, and ...

CLICK HERE TO REGISTER The RBCI Spring Disability Insurance School is a comprehensive seven session course that covers Disability Insurance from A to Z. Sign up for all sessions to take advantage of learning DI step by step, building on your knowledge weekly. If your time is limited and you are already adept at one of our offerings, we recommend ...

CLICK HERE TO REGISTER The Discovery Series: Beyond Average - The multidisciplinary team approach Speakers: Christopher J. Burton | Financial Security Advisor, Burton Financial Group Rehan Bhanji CFP, CLU | National Best Practice Leader, Desjardins Embark on a transformative journey with Christopher J. Burton, Founder of Burton Financial Group. In this CE accredited session, we'll delve into how everyday family ...

CLICK HERE TO REGISTER The RBCI Spring Disability Insurance School is a comprehensive seven session course that covers Disability Insurance from A to Z. Sign up for all sessions to take advantage of learning DI step by step, building on your knowledge weekly. If your time is limited and you are already adept at one of our offerings, we recommend ...

CLICK HERE TO REGISTER The RBCI Spring Disability Insurance School is a comprehensive seven session course that covers Disability Insurance from A to Z. Sign up for all sessions to take advantage of learning DI step by step, building on your knowledge weekly. If your time is limited and you are already adept at one of our offerings, we recommend ...