CLICK HERE TO REGISTER This RazorPlan demonstration shows how advisors can use the platform to uncover concrete business opportunities through practical planning examples. Using short case studies, the session covers identifying retirement options including identifying how much clients can spend in retirement. It also includes an example focused on business owners and their estate planning needs. The emphasis is on ...
CLICK HERE TO REGISTER This session focuses on where Manulife tends to work best for clients with more complex needs. We’ll walk through practical examples across underwriting, permanent insurance design, conversions, and wellness based solutions, with a focus on how advisors can improve outcomes and open better planning conversations. The goal is to share ideas you can actually use, not ...
CLICK HERE TO REGISTER The triple threat for making a down payment on a house: How does the FHSA stand up? The Income Tax Act offers three tax-advantaged methods for making home down payments: the First Home Savings Account (FHSA), the RRSP Home Buyers’ Plan (HBP), and the Tax-Free Savings Account (TFSA). This session positions the FHSA as the leading ...
CLICK HERE TO REGISTER Mental health has become noise in today’s benefits landscape. More awareness hasn’t translated into better outcomes. This session cuts through that noise. You’ll discover why Cognitive Behavioural Therapy (CBT) is fundamentally different from other mental health approaches, and how it delivers practical, measurable results for both individuals and organizations. In this interactive session, you won’t just ...
