CLICK HERE TO REGISTER Presenter: Mitchell J. Singer, B.Sc., LL.B. Estate planning is about getting your clients' possessions to whom they wish with as little hassle and as little tax as possible. This webinar examines the core pillars of estate planning—wills, trusts and insurance—while exploring the strategic duties of executors and the tax implications of asset disposition. We will highlight ...
CLICK HERE TO REGISTER See how Common Wealth + IDC WIN help you add group savings with confidence. In this session, we show how Common Wealth helps make group savings plans straightforward and profitable—for you and your clients. You’ll learn how to confidently add group savings to your offerings and see how partnering with IDC WIN enhances the Group ...
CLICK HERE TO REGISTER As AI transforms how organizations operate and compete, advisors need to move past the headlines. Understanding real‑world applications, emerging capabilities, and the impact on decision‑making, client engagement, and long‑term value. Hosted by BMO Insurance’s Gregory Young, Vice‑President, Business Development – Life Products and and Chandni Azrot, Business Development Manager this webinar brings together industry leaders Aaqib ...
CLICK HERE TO REGISTER Let’s start the year strong together! Join our virtual kickoff where we will explore the reasons why a discovery based on your clients' specific needs can help you to turn insights into more effective benefit strategies. We will also be introducing our partnership with BeniPlus, a new health spending account platform that allows for flexible spending, ...
