Your success is our business

CLICK HERE TO REGISTER Understanding the impact of women’s health on organizational success is not just a personal concern—it's a business necessity. This first webinar in our Health series focuses on menopause. Unmanaged menopause symptoms result in approximately 540,000 lost workdays, costing employers approximately $237m annually. Why attend our health series? Being well-informed about the impact of health issues on ...

CLICK HERE TO REGISTER Presenter: Stuart Dollar M.A., LL.B, CFP®, CLU®, ChFC®, TEP Stuart Dollar is a lawyer and is a Director for Retail Insurance Tax Solutions with Sun Life Financial in Waterloo, Ontario. The presentation discusses the double tax problem when a business owner dies, then moves to two post-mortem planning options, loss-carryback and pipeline. It then briefly discusses ...

CLICK HERE TO REGISTER Presenters: Ashley Misquitta, CFA - Empire Life Ian Kerr, Empire Life Nick Pirraglia, Empire Life Graeme Allan, IDC WIN (co host) Something Wicked This Way Comes introduces Empire Life's investment team, philosophy, and approach. It continues with updates on the outlook of the economy and markets and highlights the secular tailwinds for the U.S. economy and ...

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) In today’s evolving workplace landscape, businesses with small teams (2-15 employees) are often overlooked, but they represent a hidden opportunity for growth. This webinar will explore how you can unlock the value of group insurance plans tailored to the unique needs of micro groups. By understanding how ...

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 ...

CLICK HERE TO REGISTER Presenter:  Zainab Shiekh | Regional Vice President , Ontario Zainab will be presenting CI Insurance Common Challenges & Solutions for our clients. Did you know: 42% of working Canadians have not heard of critical illness insurance​ 90% of Canadians do not have personal critical illness or personal long-term care insurance 74% of Canadians have not reviewed ...

CLICK HERE TO REGISTER Speaker: Meredith Wheldon | Director of Group Life and Disability | Equitable Life Join us for an insightful webinar where we delve into the foundational elements of a disability case management program. Discover the current trends shaping the disability landscape and learn why effective case management goes beyond merely replacing a plan member’s income. In this engaging ...

CLICK HERE TO REGISTER Join Paul Binnendyk for an exciting webinar to help you enhance your client experience. This session will cover essential skills and best practices to help you move forward with your clients. This not-to-miss session will focus on communication skills and best practice ideas that will help you to confidently ask for the business and effectively handle ...

CLICK HERE TO REGISTER Join us for an insightful webinar where we delve into what sets Beneva apart in the insurance landscape. Discover our imbedded product features that make us unique. In this session, we will showcase our sweet spots—key underwriting strengths that differentiate us from competitors. Don’t miss the opportunity to see why choosing Beneva means choosing a partner ...

CLICK HERE TO REGISTER Join us for the final ivari presents of 2024! In this special webinar, we will take a look back at the past year with your Advisor Experience team and discuss everything you need to know to prepare for a successful 2025. Don't miss this opportunity to gain valuable insights and prepare for the year ahead. NO ...

  CLICK HERE TO REGISTER You're invited to an insightful and dynamic webinar on January 8, 2025, from 1:00 p.m. - 3:00 p.m. ET. Join industry experts Alex Chan (RHU, CHS, EPC, CPCA, CFSB, CFP, CLU) and Graeme Allan, Regional Wealth Leaders, and three prominent insurance carriers as they provide valuable market updates, outlooks, and strategies to help you succeed ...