CLICK HERE TO REGISTER Speaker: Jonathan Jarvie | Director, Customer Success The role of an advisor requires you to wear many different hats. Due to your role and responsibilities, time is a valuable commodity that most lack. Thankfully, there are ways technology can help, especially with your Life Insurance business. Jon Jarvie from Life Design Analysis will show you the ...
CLICK HERE TO REGISTER Speaker: Marni Hefner, Director, IDC WIN Workplace Solutions, Business Development (ON/MB) Simplicity is key. Unlock the value of plan offerings that fit the needs of your groups 2-15 lives Why you should promote How you should promote When you should promote Who is the perfect candidate What your client objective may be 1 CE credit (except ...
CLICK HERE TO REGISTER Speakers: Anna Tsepelis, CLU, CHS | Senior Sales Consultant, Life | RBC Insurance Santo Filice, CHS Senior Sales Consultant Wealth & Retirement Solutions | RBC Insurance Join RBC for an insightful presentation on the critical role estate planning plays in preserving and growing your wealth for future generations. We will explore how life insurance and wealth ...
