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 ...
CLICK TO REGISTER: SESSIONS 1 - 3 CLICK TO REGISTER: SESSION 4 CE credits under review IDCWIN Workplace Solutions is pleased to offer a 4 part training program for all of our advisors who are currently or interested in adding a group insurance offering to their repertoire and business offering. Sessions: Prospecting and the importance of KYC Request to quote ...
Click to register Understanding different options in helping your clients save for their retirement. 1 CE credit for BC and ON only (You must stay on for the full presentation to receive your credit) **Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.
CLICK TO REGISTER No CE credits Join Manulife’s Dan D’Silva as he highlights cases that work with a personal estate bond. He’ll also take the time to review a Corporate Estate Bond case study and provide insight into how others are successfully positioning this strategy. In this ever changing market you can expect Dan to chat about product differences in ...
CLICK TO REGISTER 1 CE Credit Join us as we detail our high-net-worth offering and capabilities in the investment space and discuss the opportunities associated with our popular Estate Protection product.
CLICK TO REGISTER: SESSIONS 1 - 3 CLICK TO REGISTER: SESSION 4 CE credits under review IDCWIN Workplace Solutions is pleased to offer a 4 part training program for all of our advisors who are currently or interested in adding a group insurance offering to their repertoire and business offering. Sessions: Prospecting and the importance of KYC Request to quote ...
CLICK TO REGISTER No CE credits are available Join Chris as he takes a detailed look at 3 key insurance ideas: 1 - Guaranteed Income Enhancer – today’s version of the “Insured annuity”. Using pricing arbitrage to provide retirees the equivalent of 5-8% cashflow on a fully guaranteed basis, with less taxable income than a bond or GIC. 2 – ...
CLICK TO REGISTER 1 CE Credit Do you have clients in the affluent market? Join us as Jonathan Dunne, Regional Sales Manager, details the high-net-worth insurance offering at Canada Life and how we can help elevate your next client experience with the incredible resources we have available.
CLICK TO REGISTER: SESSIONS 1 - 3 CLICK TO REGISTER: SESSION 4 CE credits under review IDCWIN Workplace Solutions is pleased to offer a 4 part training program for all of our advisors who are currently or interested in adding a group insurance offering to their repertoire and business offering. Sessions: Prospecting and the importance of KYC Request to quote ...
CLICK TO REGISTER: SESSION 4 CE credits under review IDCWIN Workplace Solutions is pleased to offer a 4 part training program for all of our advisors who are currently or interested in adding a group insurance offering to their repertoire and business offering. Sessions: Prospecting and the importance of KYC Request to quote process and group underwriting The Marketing Proposal ...
