CLICK TO REGISTER Please join Alex Lekas (Director of Sales, Individual Insurance) and Adela Thomas (Director of Sales, Living Benefits) as they review and discuss IA’s new product addition IA PAR WEALTH, as well as, their SHARED OWNERSHIP CRITICAL ILLNESS ADVANCED CONCEPT. Case Studies and illustration review will be conducted CE Credits will be provided
CLICK TO REGISTER 1 CE Credit Your client cannot get insurance ? Over weight , Employment and more... Have you heard about UV Insurance simplified issue ? Discover UV’s intuitive Eapp – and fast issuing process. Join Chantal Marquis to lean more...
CLICK TO REGISTER Looking for more growth? Please join us for the launch of our newest participating whole life product – RBC Growth Insurance Plus™! With access to the guaranteed cash value at the end of the first policy year, and a new dividend option, this new product will compliment and complete our whole life offering.
CLICK TO REGISTER/CREATE ACCOUNT NO CE Credits We live in a VUCA world. VOLATILE, UNCERTAIN, COMPLEX and AMBIGUOUS. In all facets of life, we are compelled to effective communication – all the more in our fast-paced work lives, which are becoming more mechanized and digitized by the day. In a world of VUCA, our objective should be to provide those we ...
CLICK TO REGISTER 1 CE Credit
CLICK TO REGISTER Speaker: Dan Sims Agenda There are several situations where your clients will be responsible for naming beneficiaries—to a retirement account, an annuity contract, or a life insurance policy. Learn how to provide trusted service to your current clients and potentially work with heirs as new clients by implementing the beneficiary review strategy.
CLICK TO REGISTER CE accreditation under review In this presentation, Anna Tsepelis of RBC Insurance, will look at four concepts where we see RBC Growth Insurance in Action. We will introduce our Term Partial Conversion and Carryover feature and how we can extend its accessibility and flexibility when coupled with our Additional Deposit Option. We'll also examine a case study ...
CLICK TO REGISTER No CE Credits Looking to get more from your marketing? Join Roneen Shaffer from FSB Content Marketing and Bryan Muir from AdvisorStream for an informative session exploring how to create a scroll-stopping marketing presence that drives growth without the extra workload. You will learn how to: Adapt to the changing demands of your audience Communicate with ...
CLICK TO REGISTER No CE Credits Join Alex Chan, Graeme Allan (IDC WIN Investments Team) and Vic Raye (IDC WIN Banking) as they discuss: 1. Avoiding unnecessary fund distributions on non-registered investments 2. Repvision Demo – easily mine your client database to uncover opportunities 3. Why seg funds are ideal products for RRSP loans *RRSP/TFSA loan highlights 4. ...
CLICK TO REGISTER No CE Credits During this training session, you will learn how to create and use email templates in Equisoft/connect to streamline your client communication. 1. Review Key points - Use client data - Use filters to search 2. Email template overview - Database settings - Default, Duplicate, Customize 3. Create templates - From scratch - Formatting overview ...
Wayne Cotton, CLU CLICK TO REGISTER No CE Credits Wayne Cotton guides coachable financial professionals to much higher levels of money and time freedom without working any harder, even if they think that’s impossible! Regardless of your age, stage or phase in the business this IDC WIN sponsored event delivers excellent value along with Wayne’s uncommon common sense.
