CLICK TO REGISTER Speaker: Dan Sims Agenda There are several situations where your clients will be responsible for naming beneficiaries—to a retirement account, an annuity contract, or a life insurance policy. Learn how to provide trusted service to your current clients and potentially work with heirs as new clients by implementing the beneficiary review strategy.
CLICK TO REGISTER CE accreditation under review In this presentation, Anna Tsepelis of RBC Insurance, will look at four concepts where we see RBC Growth Insurance in Action. We will introduce our Term Partial Conversion and Carryover feature and how we can extend its accessibility and flexibility when coupled with our Additional Deposit Option. We'll also examine a case study ...
CLICK TO REGISTER No CE Credits Looking to get more from your marketing? Join Roneen Shaffer from FSB Content Marketing and Bryan Muir from AdvisorStream for an informative session exploring how to create a scroll-stopping marketing presence that drives growth without the extra workload. You will learn how to: Adapt to the changing demands of your audience Communicate with ...
CLICK TO REGISTER No CE Credits Join Alex Chan, Graeme Allan (IDC WIN Investments Team) and Vic Raye (IDC WIN Banking) as they discuss: 1. Avoiding unnecessary fund distributions on non-registered investments 2. Repvision Demo – easily mine your client database to uncover opportunities 3. Why seg funds are ideal products for RRSP loans *RRSP/TFSA loan highlights 4. ...
CLICK TO REGISTER No CE Credits During this training session, you will learn how to create and use email templates in Equisoft/connect to streamline your client communication. 1. Review Key points - Use client data - Use filters to search 2. Email template overview - Database settings - Default, Duplicate, Customize 3. Create templates - From scratch - Formatting overview ...
Wayne Cotton, CLU CLICK TO REGISTER No CE Credits Wayne Cotton guides coachable financial professionals to much higher levels of money and time freedom without working any harder, even if they think that’s impossible! Regardless of your age, stage or phase in the business this IDC WIN sponsored event delivers excellent value along with Wayne’s uncommon common sense.
CLICK TO REGISTER 1.5 CE Credits, under review in QC If clients want to pass on the family vacation property to their children one day, the cost of transfer may come as a considerable cost to them. Join Peter Wouters for an informative webinar that will cover the importance of preparing for tax implications that a vacation property transfer can ...
CLICK TO REGISTER/CREATE ACCOUNT Click on Create Account button (top right on screen) or log in if you already have an account. No CE Credits 2021 is drawing to a close... Time to review our greatest hits of the year and look forward to what’s ahead in 2022. Join Marni Hefner and David Emanuel as they share: a sneak peak ...
Don Hart - VP Training and Development Michael Gau - CEO, Win Succession Inc. CLICK TO REGISTER No CE Credit Join Don Hart and Michael Gau to discover why retirement planning for advisors matters now, more than ever. The answer is Black and White! In this webinar Michael and Don will discuss the realities of advisor succession in this new, ...
Wayne Cotton, CLU | Growth Guide for Advisors CLICK TO REGISTER No CE Credits Work Less. Make More. Love Life. Wayne has developed several processes and techniques to help you see how you can experience exponential growth, starting right way. These are model methods that you can apply, regardless of your current level of growth and success.
Graeme Allan, Regional Wealth Leader, East IDC WIN CLICK TO REGISTER CE Credits under review It is a well known fact that advisors who do planning out perform those who do not. Join Graeme Allan for his 2022 business planning workshop to set up your year for success.
REGISTER/CREATE ACCOUNT No CE Credits A quick session for advisors to jump start your 2022 benefits production. 1. Knowledge is power - come learn more about how we can help you market data and comparative analytics for your group clients. We will demonstrate our: - benefits benchmarking reports (personalized for client) - benefits attraction and retention reports (personalized by client) ...
