Click Here to Register No CE Credits We believe the key to placing an Immediate Financing Arrangement, perhaps your first one for many of you, is… Teamwork. Please note, this session will be of most benefit to advisors with high income/HNW business owner and professional clients and prospects. An IFA is a custom permanent life insurance-tax-estate-banking solution. Most cases require ...
Click Here to Register 1.5 CE Credits all provinces except Quebec = 1 PDU Agenda - Lindsay Beal - Presenter Explore the symptoms, causes, and risk factors of Angina, Heart Attack, Coronary Heart Disease, and Heart Failure. Gain the knowledge of what information an underwriter requires when they assess an application of a client with a heart condition. Part ...
Click to Register No CE Credits What does it take to be a successful Advisor in todays world? Find out from four top advisors with IDC WIN. These women will share what it took to get to where they are today - their stories, their struggles and how they overcame them to be IDC WIN conference Qualifiers. Join Henriette Bichai, ...
CLICK TO REGISTER/CREATE ACCOUNT No CE Credits Join Marni Hefner, Business Development Executive, for a tour of the IDCWIN Group Superstore. This virtual facility will help Advisors get a better understanding of the products we offer and how we help you assemble the perfect plan for your prospects – creating a deliverable that will set you apart in the marketplace. ...
Click Here to Register No CE Credits Presenters: Larry Keating with guest Darren Mar Ransomware has become a second pandemic affecting one-person offices to multinational corporations, leaving businesses devastated with financial loss, legal consequences, reputational damage, and even loss of business. With attacks happening daily in Canada, not doing anything is no longer an option.Prevention is by far the best ...
CLICK TO REGISTER No CE Credits Many business owners have built up significant retained earnings in their corporations and are looking for ways to pull those earnings out. There’s a simple strategy available that moves earnings out of the company to finance a segregated fund investment loan in a tax-efficient way. This session will show how it works, step-by-step, so ...
Click Here to Register 1 CE Credit Presenter: Mathew To If you are actively selling segregated funds, or even if you aren’t, you’ll want to attend this webinar as we dive into insights and research aligned with our product solutions that will help you prepare for the upcoming six months enabling you to develop key strategies and plans of attack ...
Featured Speaker: Dominic Villeneuve - Director, Cybersecurity and Infrastructure, UV Insurance CLICK TO REGISTER/CREATE ACCOUNT
Featured Speaker: Jos Herman, Director of Financial Planning and Analysis, Resources & Solutions Professional Corporation CLICK TO REGISTER/CREATE ACCOUNT
Featured Speaker: Professor Moshe A. Milevsky - Chief Retirement Architect, Guardian Capital CLICK TO REGISTER/CREATE ACCOUNT
CLICK HERE TO REGISTER 1 CE Credit This webinar will look into how Empire Life's Class Plus Guaranteed Withdrawal Benefit or GWB solution for clients who are nearing, or may be on the cusp of retirement, addressing common retirement concerns like: Guaranteed Income Flexibility Estate Planning Tax Efficiency Class Plus 3.0 is one of the few true GWB solutions in ...
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