CLICK TO REGISTER Presenter: Nader Salameh, VP of Lending Referral Partnerships, BMO Bank of Montreal Hosted by: IDC WIN - Vic Raye, National Director, Banking Services Are your clients aware that bankers are reaching out to you, competing for your business? Just by letting them know, demand + revenue will come. Mortgage referrals can be a smart service for independent advisors, ...
CLICK TO REGISTER 1 CE Credit (ON, BC, AB and MB) Presenter: Rhonda Wrong, Business Development Executive, ExamOne Hosted by: IDC WIN - Emily Sorensen, Business Development Executive (Calgary) Rhonda Wrong will walk you through the entire paramedical process and how truly valuable collaboration is to help ensure a smooth and seamless process for both ...
CLICK TO REGISTER 1 CE Credit In this session Michael will talk about why Manulife launched Manulife Vitality and share the experience and important insights as they brought this new kind of insurance to the Canadian market.
Presenters: Domenic Servideo, National Account Executive - Individual & Association Sales Chris Hannon, Senior Client Service Representative - Individual & Association Sales CLICK TO REGISTER 1 CE (BC, AB, MB, ON) As advisors these programs are key for employees leaving a current carrier plan, or clients that are looking at getting their health and dental covered. Join us for an ...
Angelo Parziale, CFP, CIM, Director, Business Develoment, Eastern Canada CLICK TO REGISTER 1 CE Credit (except SK) Sun Life is pleased to invite you to the How to tell your brand story in 10 seconds presentation. A clear brand story is a proven solution to the struggle advisors face when talking about their businesses. This presentation will give you the ultimate competitive advantage, ...
CLICK TO REGISTER 2 CE Credits | 1.5 SK Join Nicola Burton from SLi as she introduces their true non medical Life insurance products. - Instant issue - Coverage as high as 1 Million - Policy issue and compensation paid same or next day
CLICK TO REGISTER 1 CE credit (BC, SK, MB,) Under review in other jurisdictions PRESENTERS: Pierre-Philip Garneau, Legal Advisor & Tax Specialist, Advanced Financial Solutions Ross Cook, Director Large Cases Martin Pepin, Senior Vice-President, Portfolio Management, General Funds Join the advanced case specialists from iA and learn about these concepts, tax implications and the structure and management of the Par ...
Ayal Alalouf, Regional Vice President, ON CLICK TO REGISTER 1 CE Credit except QC Do you want to fit in or stand out amongst your peers? You don't want to miss how Foresters allows you to grow your business AND make a positive impact in your clients' lives & communities. Learn how to leverage the unique value adds ...
Eric Wachtel Chief Compliance Officer IDC Worldsource Insurance Network Inc. CLICK TO REGISTER Currently being accredited across Canada IDC WIN has updated the Anti-Money Laundering and Anti-Terrorist Financing course. Join Eric Wachtel as he hosts a one hour webinar to go through the AML course and highlight updated areas of the legislation.
CLICK TO REGISTER No CE Credits IDC WIN is pleased to invite you to our second annual Women’s Day Event, Celebrating the Trailblazers. You will join a group of dynamic women for a thought-provoking conversation focused on attracting, engaging with and converting possibilities into opportunities for life and career. Our speakers are each inspiring leaders in their respective fields ...
Marni Hefner Business Development Executive-GroupIDC Worldsource Insurance Network Inc. CLICK TO REGISTER Our cost-effective and sustainable solutions create loyalty. Over 95% of our customers remain with Benecaid for the long term. We’re the health benefits company that big insurance companies don’t want you to know about. No CE credits
CLICK TO REGISTER Co Host: Don Hart | VP Training and Development | IDC Worldsource Insurance Network Inc Presenters: Brent Swatuk CLU, CHS | Advanced Case Consultant | Equitable LifeRead Brent's biography HERE David Irwin | Director, Portfolio Management and Client Relations | Equitable LifeRead David's biography HERE Overview: The purpose of this presentation ...
