CLICK HERE TO REGISTER Join Eric Wachtel, our Chief Compliance officer along with Equisoft and hear how Equisoft can help you improve productivity, sales and compliance within your practice. No CE credits are available
CLICK HERE TO REGISTER Join us on November 16, 2022 to hear directly from your industry peers about how they are continually enhancing their digital capabilities to compete in today’s fast-changing industry and helping their clients. No CE credits are available
CLICK TO REGISTER CE credits under review
CLICK HERE TO REGISTER Speaker: Angelina Liu, B.B.A.(ctb), CFP, EPC | Marketing Associate, Life, ON | Industrial Alliance Moderator: Samuel Chan, Vice President, Asian Market | IDC Worldsource Insurance Network Inc. 1 CE credit - Ontario only
CLICK HERE TO REGISTER Description: Jos Herman will give you the confidence in ensuring that you are structuring product solutions the right way when it comes to beneficiary designations. 1 CE credit with the exception of QC
CLICK HERE TO REGISTER Presenter: Walter Kordiuk - RVP Distribution Retail for Ontario and Atlantic | Empire Life Co Host: Graeme Allan, Regional Wealth Leader-East Canada | IDC Worldsource Insurance Network Inc. 1 CE credit (You must stay on for the full presentation to receive your credit) **Ensure you enter your full first and last name into the registration ...
CLICK HERE TO REGISTER Presenters: Rod Burylo, Associate Portfolio Manager | Business Development Manager, Western Canada | Manager of ESG Integration Dean Erickson, Vice President, Individual Insurance Sales, Mga (West) - Equitable Life Eric Wachtel, Chief Compliance Officer., IDC Worldsource Insurance Network Inc. Host & Introductions: Michael Gau, CEO, Win Succession Inc. Description: Rod Burylo`s session will address ...
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 ...
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 ...
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 ...
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 ...
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 ...
