Andrew Gardiner CLICK TO REGISTER 1 CE credit Regulators, media outlets and digital competitors have challenged the costs associated with professional financial advice. We know better, research shows that having one’s financial affairs professionally managed produces results. This session will focus on how brokers can set themselves apart from the crowded marketplace and deliver value that is both requested and ...
Mark Davis, Mfin, CFA Director of Professional InsightsSun Life CLICK TO REGISTER 1 CE credit Some Universal Life (UL) products have experienced price increases in response to declining interest rates, while others have become more affordable. We highlight these trends by showing you areas of opportunity and how UL can be the most flexible permanent insurance solution for your Clients. ...
Peter A. Wouters, RFG,AIAA,ARP,TEP, FLMI, RHU,CFP,CLU,CHFC,ACS, ALHC,CPCA,CHS,EPC,AFSI Director, Tax, Retirement & Estate Planning Services – WealthEmpire Life CLICK TO REGISTER 1 CE credit Read Peter's biography HERE
CLICK TO REGISTER HOSTS: Alex Chan, RHU,CHS,CFP,CPCA,EPC,CFSB,CLU | Regional Wealth Leader Western Canada | IDC Worldsource Insurance Network Inc.Graeme Allan | Regional Wealth Leader-East | IDC Worldsource Insurance Network Inc. PRESENTERS: Rose Nguyen, CFP |Senior Business Development Manager, Segregated Funds (Western Canada) | BMO InsuranceJennifer So | Vice-President, Portfolio Manager | BMO Asset Management ...
CLICK TO REGISTER Presenter: Gabrielle Elliott | Promotion and Web Marketing Advisor | iA Financial Group As technology drives ahead, many turned to digital channels to keep customers engaged. The training will introduce you to ways to build an engaging and profitable social media presence for your business and use the power of social media to your benefit; it will also ...
Sam Alves 1 CE credit CLICK TO REGISTER Presenter: Sam Alves Clients’ needs change throughout their lives, and so do their attitudes and preferences. Although advisors tend to gravitate towards their own generation, awareness of the dynamics within and between generations has never been more important. Based on a multitude of evidence there’s an increasing need for ...
James O'ConnellRegional Sales ManagerHumania Assurance CLICK TO REGISTER 1 CE credit We all come across challenging cases where finding an insurance solution is difficult, and Humania’s simplified platform is here is help! Learn where we fit in the market place as well as how we have improved the platform to help more clients get coverage. Read James' biography HERE
Adela Thomas, Hons. BA, CHS, CLU Director of Sales, Living Benefits CLICK TO REGISTER 1 CE credit Being diagnosed with a critical illness can have severe financial repercussions on the lifestyle of a client, their family and a serious impact on clients’ retirement savings and income plans. Join me to learn how reframe the discussion on critical illness, to show ...
Don Hart, Vice-President Training and Development Ken Poniatowski, Business Development Executive CLICK TO REGISTER CE credit under review Have you ever thought about what your clients retirement options are at that special time. The time when income from working has stopped - where is it going to come from? How much will I be able to spend ? ...
CLICK TO REGISTER Earn up to 4 CE credits ATTRACT. ENGAGE. CONVERT. Join us for an amazing and rewarding afternoon, featuring our flexible and interactive virtual event that puts you in control. We are presenting IDC WIN Spring University Day through the Zoom Events platform, which offers an enhanced experience. Attendees will be required to use an active Zoom account ...
Frank Abate, CPA, CA, CFP, TEP, IDC WIN Estate Planning CLICK TO REGISTER CE Credit are not available The presentation will compare the outcomes of taking a Death Benefit amount and simply investing it vs. taking the same death benefit, using it to purchase a new life insurance policy, and then borrowing against the CSV to purchase an investment ...
