CLICK HERE TO REGISTER Segregated funds allow for the naming of beneficiaries. Is that the only option? Is it always the best option? This session will use a case study approach to cover off a handful of topics relating to insurance-based investments including pitfalls, unintended consequences and remedies or options to avoid missteps. THIS WEBINAR IS NOT IDC WIN HOSTED ...
CLICK HERE TO REGISTER Join our very first Spark webinar with Craig Peppard, ivari’s VP and Chief Information Security Officer. In this fascinating session, Craig will provide an in-depth look at various cybersecurity threats and their implications for advisors. He’ll offer some insight into what you can do today to better protect yourself, while looking into future trends that are ...
CLICK HERE TO REGISTER Join Sadaf Chowdhury, Director of Investment Sales, as he takes you through an informative session on Segregated Fund Contracts, exploring the key players and features that make them unique. Then, Philippa Cowie, Director of Insurance Sales, will highlight the latest PAR (Participating Account) enhancements and share general updates that can help you stay ahead of the ...
CLICK HERE TO REGISTER In today's rapidly evolving benefits landscape, the ability to adapt and grow is essential for financial advisors. Whether you're just starting to explore group benefits or you're already deeply embedded in the group market, there are vast opportunities to expand your offerings, streamline your processes, and better serve your clients. Learn how other advisors are utilizing ...
CLICK HERE TO REGISTER Join us for an insightful webinar on the "Reason Why Letter," hosted by Eric Wachtel and Don Hart. In this session, we’ll dive into the significance of clear, transparent communication in compliance practices. You’ll learn how crafting a well-structured "Reason Why Letter" and discovery agreement can: Improve decision-making Boost sales Create cross-selling opportunities Reduce risks Ensure ...
CLICK HERE TO REGISTER Join us for Generational Legacy Plan: Nurturing Dreams, Building Wealth, presented by Petra Ross, Regional Sales Director for Desjardins. Petra will delve into the critical aspects of wealth transfer planning and its profound impact on securing a prosperous future for your family. This comprehensive session will cover essential topics, including the importance of wealth transfer planning, ...
CLICK HERE TO REGISTER Elevate your expertise in business succession planning with our 'Beyond the Transaction' presentation. Through case studies, gain the knowledge and tools to help identify optimal solutions, navigate potential pitfalls, and secure lasting legacies for your clients. Solidifying your role as a trusted advisor. Join the webinar: Tuesday, February 25, 2025, from 2:00 pm to 3:00 pm ET ...
CLICK HERE TO REGISTER Canadian employers today are faced with unique challenges and changing employee needs! RBC Insurance strives to stay ahead of the curve with our innovative approach to integrating individual and group solutions in a way that more adequately addresses the individualized needs of key employees. This session will review the opportunities for ...
CLICK HERE TO REGISTER BACK BY POPULAR DEMAND Revamped, revitalized and for advisors who haven't yet attended or would like a refresher: This 4-part series is designed for advisors looking to develop, enhance or expand their group insurance services. This comprehensive 4-part series covers the essential steps in growing a successful group insurance practice. Whether you're just getting started or ...
CLICK HERE TO REGISTER ACCELERATE ACTION: CELEBRATING INTERNATIONAL WOMEN’S DAY 2025 Thursday, March 6, 2025 | 1 p.m. ET | Online Event (Zoom) In celebration of International Women’s Day 2025, we invite you to join us for an exclusive discussion centered on this year’s theme: #AccelerateAction. Through dynamic interviews with two influential industry leaders, we’ll explore actionable strategies for fostering ...
CLICK HERE TO REGISTER BACK BY POPULAR DEMAND Revamped, revitalized and for advisors who haven't yet attended or would like a refresher: This 4-part series is designed for advisors looking to develop, enhance or expand their group insurance services. This comprehensive 4-part series covers the essential steps in growing a successful group insurance practice. Whether you're just getting started or ...
CLICK HERE TO REGISTER BACK BY POPULAR DEMAND Revamped, revitalized and for advisors who haven't yet attended or would like a refresher: This 4-part series is designed for advisors looking to develop, enhance or expand their group insurance services. This comprehensive 4-part series covers the essential steps in growing a successful group insurance practice. Whether you're just getting started or ...
