CLICK HERE TO REGISTER Let’s start the year strong together! Join our virtual kickoff where we will explore the reasons why a discovery based on your clients' specific needs can help you to turn insights into more effective benefit strategies. We will also be introducing our partnership with BeniPlus, a new health spending account platform that allows for flexible spending, ...
CLICK HERE TO REGISTER MasterClass: Family Estate Planning – Anticipate Tax Implications and Plan an Effective Wealth Transfer Join this MasterClass to discover how proactive estate planning can protect family wealth, reduce the tax impact at death, and enable a structured transfer to future generations. You will also learn how the life and critical illness insurance solutions offered by Desjardins Insurance can serve as ...
CLICK HERE TO REGISTER Locked-in retirement accounts (LIRAs) are often misunderstood, yet they play an important role in retirement income planning when clients leave an employer, go through a marital breakdown, or receive pension assets as a survivor. This webinar explains how LIRAs work, how they differ from RRSPs, and the rules around access, withdrawals, and conversion at retirement. We ...
CLICK HERE TO REGISTER 1 CE credit (You must sign in on time and stay logged 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 HERE TO REGISTER Join us for a dynamic webinar where we’ll delve into Foresters Advantage Max, our newest PAR whole life designed to significantly have increased cash values starting year 10, increased death benefits starting year 1, and highest FYC in the market! This will unlock powerful client strategies, and open new markets for your business. It’s packed with ...
CLICK HERE TO REGISTER An overview of how our Health and Dental SBB solution has changed the way small business owners have purchased benefits for their employees. Our 100% nationally pooled program has been a huge benefit in maintaining costs for small business owners. Please join us to learn about all the unique advantages we offer with our SBB plan ...
CLICK HERE TO REGISTER The Four Questions That Instantly Change Financial Conversations Open your financial conversations with prospects by helping them discover money they may be losing unknowingly and unnecessarily. In this live demonstration, Circle of Wealth® executive coach Starr Barnum will show how financial professionals use the Circle of Wealth® framework to guide prospects through the four most important questions ...
CLICK HERE TO REGISTER Life insurance is a highly flexible financial tool, yet many clients and advisors view it solely through the lens of a death benefit. In a landscape where marginal tax rates often exceed 50%, exempt life insurance can help clients manage the annual "grind" of taxation on investment income. This webinar explains how to strategically access policy ...
CLICK HERE TO REGISTER Do any of your business owner clients need a tax-efficient CI strategy to compliment their retirement plans? While also protecting themselves and their business? Join us for an insightful session geared toward successful business owners looking to safeguard the future of their companies. We’ll explore how critical illness insurance can play a powerful role in ensuring ...
CLICK HERE TO REGISTER The Accessing Cash from Your Life Insurance Policy presentation equips advisors with practical, real world strategies to help clients unlock the value within their permanent life insurance. It explores the most common ways to access cash, including an overview of the exempt test, the tax treatment of cash value withdrawals and policy loans, the use of ...
CLICK HERE TO REGISTER With a new season on the horizon, IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success. This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the ...
CLICK HERE TO REGISTER With a new season on the horizon, IDC WIN’s Spring Education Days are set to deliver fresh insights and opportunities designed to support advisor success. This year, we’re zeroing in on what matters most to you. Expect insights from carrier partners, practical ideas you can put to work right away and meaningful opportunities to connect with peers. Our sessions are built around the ...
