Fall University Webinar Series – Day 2 of 3 Day Event
Featured Speaker: Jos Herman, Director of Financial Planning and Analysis, Resources & Solutions Professional Corporation CLICK TO REGISTER/CREATE ACCOUNT
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Fall University Webinar Series – Day 3 of 3 Day Event
Featured Speaker: Professor Moshe A. Milevsky - Chief Retirement Architect, Guardian Capital CLICK TO REGISTER/CREATE ACCOUNT
Empire Life – Guarantee Income in Uncertain Times
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 ...
IDC WIN Presents: Hard to Issue Symposium
Click Here to Register/Create Account
Dynacare – Heart Health Series: Part 2
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 Arrhythmias, Valvular Disease, and Cardiomyopathy. Gain the knowledge of what information an underwriter requires when they assess an application of a client with a heart condition.
Executive Health Plans with Desjardins
CLICK TO REGISTER 1 CE Credit Presenters: Aris Christodoulou & Laurent Poirier
Part 1: Dancing with the Drug Plans – Choreographing the steps in understanding your clients’ drugs plans
CLICK HERE TO REGISTER/CREATE ACCOUNT Guest Speaker: Barbara A. Martinez, National Practice Leader, Drug Solutions Toronto Consultant, Canada Life No CE Credits
NEW iA Par Wealth – Launch Event
CLICK TO REGISTER Accelerate the growth of your clients’ wealth Come join the launch of iA PAR Wealth: a new addition to our participating life insurance product to meet the high expectations of your affluent clients and corporations.
Desjardins – Passive Income and how it poses a challenge for business owners
CLICK HERE TO REGISTER Did you know that in 2019 the rules regarding small business deductions (SBDs) on passive income changed? This had a significant impact on small businesses. Join the conversation with Tara and Kathy and learn more about Passive Income and how it poses a challenge for business owners. Tara and Kathy will also discuss Desjardins’ Passive Investment ...
Guardian Capital’s David Onyett-Jeffries: 20/22 Vision
CLICK TO REGISTER After nearly two years of living through unprecedented times, the outlook suggests that a return to something that resembles “normal” could well be in the offing. Of course, the road from here to there is littered with risks that carry implications for financial markets. The presentation will try to provide some insights into the path ahead as ...
Equisoft: Create email templates for marketing campaigns
CLICK TO REGISTER No CE Credits During this training session, you will learn how to use Equisoft/connect to streamline your client communication. You'll be able to create new email templates that can be used for targeted mass emailing during peak seasons in the industry.
Part 2: Dancing with the Drug Plans – Choreographing the steps in understanding your clients’ drugs plans
CLICK HERE TO REGISTER/CREATE ACCOUNT Barbara A. Martinez, National Practice Leader, Drug Solutions Toronto Consultant, Canada Life Join as Barbara discusses drug plan design and its influence on member behavior; how to manage drug spending; participate in strategy session and case studies No CE Credits
