Desjardins : Power Your Practice with Responsible Investment (click to register) CE Accredited In 2020, Responsible Investment (RI) fund assets grew by 55%—5 times the overall fund industry.¹ 64% of investors say they want to include RI products in their portfolio, but only 16% of advisors are talking to them about it. ² This is a chance for you to stand out! ...
Equisoft: Simplify Compliance (Click to Register) No CE Credits During this training session, you will learn how to use Equisoft/connect to manage your activities, your notes, your documents and your emails efficiently and simplify compliance. You will see how easy it is to keep and protect your work!
Brad Hyde: Corporate Life Insurance – Opportunity Spotting (Click to Register) CE credits under review Many advisors want to work with business clients for a variety of reasons, but many lack the experience to spot opportunities in the business market past the basic planning that gets done to cover debt or key person planning. We will explore a number of ...
Click Here to Register CE Credits Under Review Make sure you are up to date on the latest compliance issues affecting your business and hear about compliant methods to grow your sales
Click Here to Register No CE Credits WINjet is not your traditional group insurance plan … it is so much more! So how do you communicate this value to your clients? Marni Hefner, IDC WIN Group Business Development Executive, will speak with Manulife account managers about presenting the benefits of WINjet to new group prospects.
Click Here to Register CE accreditation under review It takes certain set of skills to be a successful interviewer, skills few of us are born with. Most good interviewers have consciously learned and refined their art. This webinar will introduce you to the beginning of your new journey as an excellent interviewer or (Fact-finder). The art of fact finding and ...
Click Here to Register CE accreditation under review RBC Insurance, along with Dave Pike, BDE, IDC WIN, will discuss the opportunity within the summer season for the Medical Student Offer as well as the Student Savings Program for newly established professionals who have recently graduated or are in their final years of education. The programs give the opportunity for advisors ...
Click Here to Register No CE Credits Two new simplified issue products and on the investment side new funds, new guarantees and new compensation. Doing business with Assumption Life is easy!
Click Here to Register 1 CE Credit The Ultimate Estate planning Tool: Estate costs like taxes and fees can’t be avoided, but they can be planned for and financed in such a way that they have a minimal impact on one’s estate.
Click Here to Register No CE Credits The IDC WIN life insurance panel will share ideas, concepts and strategies to drive your life insurance sales.These are tried and true concepts that guarantee results.If you’re looking to increase your life insurance sales you won’t want to miss this event.
Click Here to Register CE Credits Under Review This case study will focus on the Estate Bond Concept utilizing Empire Life's Optimax product and 10 year PUA's in order to maximize the value to the sample client.
Click Here to Register 1 CE Credit EDGE Benefits will be hosting a Webinar for IDC WIN advisors to provide an overview of how our Health and Dental Multi-Life Solution has changed the way Small Businesses have purchased benefits. Join this webinar to learn about all the unique advantages we offer with our solutions.
