Presented by: Charu Mathur, Senior Sales Consultant - Wealth RBC Insurance - Read bio HERE Rhealynne Ries, Senior Sales Consultant - Wealth RBC Insurance - Read bio HERE CLICK TO REGISTER EVENT PASSWORD: rbc1 RBC Insurance is one of the fastest growing Seg fund providers in the country. We will be discussing the importance of Estate Planning ...
Frank Abate, CPA, CA, CFP, TEP, IDC WIN Estate Planning CE credits under review CLICK TO REGISTER The presentation will compare the outcomes of taking a Death Benefit amount and simply investing it vs. taking the same death benefit, using it to purchase a new life insurance policy, and then borrowing against the CSV to purchase an investment (Personal IFA).
Shouli Ma, MBA, CFP, Regional Sales Director, Individual Life Insurance No CE Credits CLICK TO REGISTER Please join us for an exclusive Mandarin session on “Desjardins Insurance Product Sweet Spot,” showcasing the most competitive age groups and face amounts for Desjardins insurance products, and the features that make Desjardins insurance products stand out among the competitors.
Vanessa Scott, National Living Benefits Sales Consultant CLICK TO REGISTER 1 CE Credit This session will be jammed packed with positioning, sales language, sales tools that will assist you in having conversations and making sales of Disability, Critical Illness and even Long Term Care solutions!
Regional Vice President, Asian Markets - Eastern Canada 1 CE Credit, except for SK CLICK TO REGISTER Part 1: Forester PAR wholelife product introduction Part 2: Member benefits Part 3: 9 companies PAR wholelife competition comparison
Investment knowledge series Part 1 of 3 Claudette Richard ...
Deborah Debas, Responsible Investment Specialist Jeff Farquhar, Regional Sales Director 1 CE Credit, except for SK CLICK TO REGISTER Inflation is on the rise in North America and so is the cost of living1. This rise in living expenses could significantly reduce the value of your clients' estates. For anyone planning to leave money to loved ones, not being ...
Investment knowledge series Part 2 of 3 Claudette Richard ...
CLICK TO REGISTER Event description: Join thought leaders and industry representatives to share big ideas and practical information and solutions to help advisors: Surface relevant information from the noise Stay tuned to the needs of the employers and plan members we serve Harness innovation to be more empowered as human beings and more effective in our work and daily lives
CLICK TO REGISTER No CE Credits Equitable Bank, in partnership with IDC WIN, is proud to announce the launch of the new Equitable Bank Mortgage Referral program. Please join Joe Flor, AVP National Partner Relations EQB, to hear how IDC WIN Advisors will now be able to refer potential mortgage clients to Equitable Bank that go beyond traditional T4 clients. ...
Investment knowledge series Part 3 of 3 Claudette Richard ...
CLICK TO REGISTER Event description: Join thought leaders and industry representatives to share big ideas and practical information and solutions to help advisors: Surface relevant information from the noise Stay tuned to the needs of the employers and plan members we serve Harness innovation to be more empowered as human beings and more effective in our work and daily lives
