Join us for an engaging webinar where we highlight last months Business Planning process and the importance of creating a plan and uncover the power of conducting an effective client discovery process. This session is designed to equip you with insights and strategies, helping elevate your business as you close out 2023 and look forward to 2024! CLICK ...
1 CE Credit CLICK HERE TO REGISTER A beneficiary designation is a simple, informal way to pass certain types of benefits to a beneficiary outside one’s estate. Or is it? Advisors and clients need to be aware of the implications of not looking at the entire estate plan and not having it all balance to avoid disruption. Jos Herman will ...
No CE credits CLICK HERE TO REGISTER Agenda: Sabrina Morin, Business Development Specialist, will be hosting this webinar to detail the benefits of SmartApp & SmartDelivery (BMO hosted webinar)
Registration is now open for the IDC WIN Launch - January 17-18, 2024 SECURE YOUR SPOT - REGISTER NOW Join us for a kick-off filled with insights and an exploration into our theme: Evolving for the Future - Technology Enabled | Value-Driven At Launch 2024, you will hear from members of your IDC WIN team and special keynote speakers. Check ...
Registration is now open for the IDC WIN Launch - January 17-18, 2024 SECURE YOUR SPOT - REGISTER NOW Join us for a kick-off filled with insights and an exploration into our theme: Evolving for the Future - Technology Enabled | Value-Driven At Launch 2024, you will hear from members of your IDC WIN team and special keynote speakers. Check ...
A new comparison tool for advisors with the largest discount ever offered for IDC advisors (40% off) No CE credits CLICK TO REGISTER Selling personal health insurance (PHI) is likely not a priority in your business. You sell it because you have to (and you don't want to lose the business or a client). Why? Simple: it's a ...
No CE Credits CLICK TO REGISTER Whether you are new to group insurance or have written group before - are you ready to take your business to the next level? Join us to meet our growing business development team (support now across the country) With Workplace Solutions support, you can easily add innovative solutions to your practice or receive support ...
1 CE Credit under review CLICK TO REGISTER A review of the digital technology Empire Life has to offer to add efficiency and value. Smart, simple, easy digital solutions at your fingertips. Presented by Ian Kerr, Account Executive, Investments
CLICK TO REGISTER Focusing on a specific niche enables you to specialize your skillset and develop a deep expertise. This in turn allows you to deepen your understanding of client needs in that market, increasing your ability to create great client experiences and set yourself apart from competitors. This CE-credited webinar will guide you through the strategic process of ...
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 TO REGISTER No CE Credits Join us as we celebrate International Women’s Day by exploring the true essence of inclusion. Learn proven business practices that drive business growth and inspire a more inclusive financial landscape.
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 ...
