CLICK HERE TO REGISTER Tax rules have historically made it much less appealing for business owners to sell the shares of their company to a company owned by one of their children than to a third party. That is not true anymore. This presentation will provide an overview of the new intergenerational business transfer tax rules, the issues they ...
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 ...
CLICK HERE TO REGISTER Presenter: Marni Hefner, Director, IDC WIN Workplace Solutions, Business Development (ON & ATL) Group benefits – its not that hard and totally worth it! Discover the untapped market potential, the symbiotic relationship between group benefits and individual insurance sales, and the value of a group practice. Join us to learn a strategic process for selling group ...
CLICK HERE TO REGISTER Presenter: Lori Hartery, Regional Sales Director, Prairie Region, Individual Life & Health Insurance |Desjardins Insurance Do your clients worry about the impact that an illness could have on their retirement plans? Desjardins Insurance has developed a tool that can help enhance your conversations with clients about how they can protect their retirement with CI. Learn why ...
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 Presenters: David Emanuel, Vice President and Head of Workplace Solutions, IDC WIN Marni Hefner, Director, Workplace Solutions, Business Development (ON & ATL), IDC WIN Meghan Vallis, Group Sales Vice President - myFlex Benefits, Equitable Jaret Burgoyne, Group Account Executive, Equitable Introduction to EZBenefits for Small Business It's more important ...
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 CE: Earn 1 CE credit by joining this presentation (where applicable, pending accreditation) Description: The 2024 Federal Budget announcement to increase the capital gain inclusion rate from 50% to 67% has caused a great deal of turmoil. The fact that capital gains are taxed at different inclusion rates depending on who or what entity realizes the gain ...
CLICK HERE TO REGISTER Presenter: Diana Mick | Manager, Tax & Estate Planning, Empire Life Summary: Want to build your expertise in estate planning when dealing with investments? This session will cover Trusts, Legacy (Estate) Planning, and Incapacity Planning, with a focus on customizing distributions for Blended Families and "Ageless Investing". Attendees will learn about products and strategies that will ...
CLICK HERE TO REGISTER Presenter: Catherine Malone | Director of Life Product Management | Sun Life Hear Catherine speak to the following: Sun Life Evolve Term – affordable protection that evolves with Clients through life’s changes Sun Life 1-Year Bridge Term – coverage and time to resolve tests or diagnoses for eligible postponed life insurance applicants Sun Life Term Insurance ...
CLICK HERE TO REGISTER Presenter: David Hutchison | Director, Insurance Sales | Equitable Host: Graeme Allan | Regional Wealth Leader East | IDC WIN Summary: While most insurance policies are set up as a “Pay As You Go” structure, there are opportunities for advisors to provide their clients with an All-Inclusive option that is especially effective in the juvenile market. ...
