CLICK HERE TO REGISTER What makes leading advisors so successful? In early 2022, we commissioned a study through Environics Research to answer that question. This session will provide an in-depth look at emerging trends and business practices among top advisors. You’ll leave with key tools and take-aways to help you identify opportunities and close any gaps within your business. You’ll ...
In the recent years, advisors and investors alike have had to rely on technology to do business more than ever before. Now, advisors have the unique opportunity to strategically lean into a hybrid environment, where they can leverage technology to systematize their business, provide better client service, and grow an efficient practice. In this presentation, you will learn: Why it ...
Did you know that in Canada, most small businesses do not offer health coverage to their employees? With eight million Canadians comprising small companies, it is evident that there is an opening for numerous sales opportunities in this underserved market. Another group that RBCI is concentrating on is high net-worth clients, who face unique financial challenges to preserve their wealth. ...
CLICK HERE TO REGISTER Description: Learn about Critical Illness solutions with Canada Protection Plan and Foresters Financial. Find out how easy it is to get your clients covered. We showcase the versatility of the products through a number of exciting case studies Including complimentary member benefits available with each plan. 1 CE credit (You must stay on for the full ...
CLICK HERE TO REGISTER Description: Before beginning DI School, Jonathan will introduce the most "stripped down" disability product that covers the broadest market segment: The Fundamental Series. It is the backbone for RBC's more intricate products and can be easily incorporated to serve your clients. IDC WIN is promoting this event and is not IDC WIN hosted.
CLICK HERE TO REGISTER Description: Our experts will show you how to optimize the financial situations of business owners by maximizing their sources of retirement income. Don’t miss this opportunity to develop the key skills you can offer this highly coveted clientele! 1 CE credit IDC WIN is promoting this event and is not IDC WIN hosted.
CLICK HERE TO REGISTER Description: Winter is fast approaching clients are looking to travel. One third of the Canadian Population and 93% of Canadians 55+ plan to take out a travel insurance for future trips outside of Canada* Join Xiomara Cundari and Michelle Schroeder, Affinity Wholesalers, as they provide an overview of Manulife Travel Insurance products and address the most common Frequently Asked ...
1 CE Credit CLICK TO REGISTER This session provides tips and strategies to pre-address or overcome the most common insurance objections. Keith will address the following and more : • This insurance is expensive • I am healthy and don’t need this • I can use my own money/I’m wealthy • I can get this cheaper • I think I ...
CLICK HERE TO REGISTER Speaker: Peter A. Wouters | Director, Tax, Retirement & Estate Planning Services | Empire Life Description: Regulations and product changes drive how advisors get paid for what they do. However, the biggest drivers of change are changing client behaviours, expectations and priorities. Client experiences are the most prominent factor impacting many of the changes we see ...
CLICK HERE TO REGISTER Sept 26 - 28, 2023 CE Credits available
CLICK HERE TO REGISTER Presenter: Simon Ioia Description: Join Simon Ioia and hear about a new and innovative product that addresses the need of more disability coverage for most Canadians. 1 CE Credit - all provinces
CLICK HERE TO REGISTER Description: Giuliano Savini, Regional Sales Manager for Equitable Life will discuss and introduce the Equitable FHSA platform as launched by the govt recently, and explain details of how to work with your younger clients to take advantage of it. Equitable Life is currently running a promotion to help clients establish this account, details of which will ...
