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CLICK HERE TO REGISTER Segregated fund contracts and payout annuities can play a valuable role in a client’s tax and estate planning. This presentation looks at 4 different case studies where these products can be used to meet specific client needs, including: Segregated funds case studies 1. Investing in segregated fund contracts with guarantees for elderly clients over age 80 ...

CLICK HERE TO REGISTER FOR THE UPCOMING WEBINARS The Sun Life CE Series is a dynamic set of monthly 2.5-hour virtual sessions. Industry experts present on topics ranging from Estate & Financial Planning and practice management to insurance, wealth and broader industry insights. The CE Series is open to all. Join us for these insightful webinars to enhance your business-building knowledge. ...

CLICK HERE TO REGISTER Did you know that fewer than 50% of small businesses in Canada offer any retirement plan? That’s a massive gap—and a golden opportunity for advisors. Join Workplace Solutions for a high-impact webinar on how Group Savings Plans (GSPs) can help you: ✅ Understand why GSP's are essential in today's economic climate ✅ Fill a critical gap ...

CLICK HERE TO REGISTER Join IDC WIN × PsyVitaliti to explore why investing in the right mental health solution matters—and how Cognitive Behavioural Therapy (CBT) can transform outcomes across your workforce. You’ll learn how to: - Fix the EAP utilization gap and strengthen renewals using CBT - Understand why the gap persists—and what advisors can do about it - See ...