CLICK TO REGISTER IDC WIN session with Portfolio Manager Dave Paterson, CFA Join portfolio manager Dave Paterson as he presents his follow up, deeper dive presentation to Launch 2022. Read Dave Paterson's Biography HERE 1 CE Credit
CLICK TO REGISTER Michael Pilz, Head, National Sales, CSV/IFA Lending Innovative No Additional Collateral Option – Michael will highlight the finer details of this ground-breaking IFA solution, with real life examples. As one of the pinnacle insurance strategies for HNW business owners and professionals, your IFA cases may now benefit from EQB’s lending leadership. ...
Marni Hefner, IDC WIN Group No CE Credits CLICK TO REGISTER IDC WIN Group recognizes that there is a wallet of opportunity for Advisors when implementing a Group Benefits program. Not only is your corporate client under your protection, but you now have access to each employee with the opportunity to make them your individual clients as well. We are ...
CE Credits under review CLICK TO REGISTER The last 2 years have been marked by uncertainty. Our clients have had to navigate changing work environments, new roles, changing incomes and evolving personal scenarios. As advisors, it is incumbent upon us to make sure that our client’s insurance has kept up with all of these changes! This session will discuss what ...
CE Credits under review CLICK TO REGISTER Join Bill MacMillan from Manulife for an in depth look at Corporate Insured Retirement Plan. This presentation will include an overview of our permanent product shelf including the newly revamped Manulife UL. From there we will review our Manulife Par product and discuss how this incorporates well into the CIRP concept. This is ...
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 ...
