Edmond So, Regional Sales Manager - Wealth CLICK TO REGISTER 1 CE credit Learn about the second generation of behavioural finance, where investors use three lenses to make financial decisions. Having an understanding of these new principles can provide greater clarity into how clients make decisions and help guide them to better ones, all while helping to create more successful ...
CLICK TO REGISTER No CE credits are available EQUITABLE BANK WELCOMES CLIENT MORTGAGE REFERRALS FROM IDC WIN-CONTRACTED ADVISORS Canada's Challenger Bank™ has residential solutions that go beyond your traditional T4 clients. A leader in key specialized client segments, including advisors’ personally-held mortgages. Segments include: • Business owners – small to large, registered / not registered • Sole proprietors, partnerships, corporations ...
Brent Swatuk, CHS, CLU, CPCA, EPC, Advanced Case Consultant CLICK TO REGISTER No CE Credits are available This session will explore how to position life insurance with corporate clients by understanding what they value and getting to the heart of what their desired outcomes are as well as focus on the softer facts that need to be mastered to truly be ...
Marni Hefner, Business Development Executive CLICK TO REGISTER No CE credits are available Stepping outside your head and making decision to seek therapy for any stages in your life can be challenging… "Inkblot uses advanced technologies for intelligent matching, monitoring effectiveness, and eliminating geographical barriers. At the same time, we maximize the human connection between care providers and clients." ...
CLICK TO REGISTER Want to learn more about the most significant opportunity in the Living Benefits space for businesses? Mark your calendar for Successfully Understanding the Corporate-Owned Disability Insurance Market! This webinar is perfectly timed for advisors seeking guidance with the single greatest opportunity in Living Benefits today: Corporate-Owned Disability Insurance plans. In this session, RBC Insurance Senior Sales Consultants ...
CLICK TO REGISTER No CE credits are available Join Allan McNeil, Regional Channel Manager, to hear about Equitable Bank’s later-in-life home equity lending expertise. You will learn: • Where does Equitable Bank’s solution win vs the competition? • Top reverse mortgage FAQs re rates, fees, regulations, flexibility, myths • What’s their referral process like? • What are the next steps ...
