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  • $65.00
    1 Credits
    Calgary

    Do you know how Assuris protects your clients

    Independent Financial Brokers of Canada

    If a life insurance company fails, financial advisors need to be able to provide reassurance and peace of mind to their clients. Assuris is the not for profit organization that protects Canadian ...

  • $65.00
    1 Credits
    Calgary

    Do you know how Assuris protects your clients

    Independent Financial Brokers of Canada

    If a life insurance company fails, financial advisors need to be able to provide reassurance and peace of mind to their clients. Assuris is the not for profit organization that protects Canadian ...

  • N/A
    1.25 Credits
    Ongoing Activity

    Are You Ready for Fee Transparency? How to Define and Communicate your Unique Value to Clients

    Independent Financial Brokers of Canada

    Before you can consider your value, as an advisor, let’s review the definition of value. The Personal Coach defines value as any action or process that builds confidence in the clients mind. The ...

  • $59.95
    1 Credits
    Ottawa

    Buying/Selling a Financial Services Business: Insurance and Risk Management Considerations

    Independent Financial Brokers of Canada

    Join Roberta as she discusses important E&O insurance and risk management considerations if you are buying/selling a financial services business. For example, what is the tail exposure of a business ...

  • $70.00
    1.25 Credits
    Calgary

    Do you know how Assuris protects your clients?

    Independent Financial Brokers of Canada

    If a life insurance company fails, financial advisors need to be able to provide reassurance and peace of mind to their clients. Assuris is the not for profit organization that protects Canadian ...

  • $70.00
    1 Credits
    Vancouver

    Legal Expense Insurance for Business Owners

    Independent Financial Brokers of Canada

    In this informative session, Katherine Ferrante from DAS Canada will go through what legal expense insurance is and how you can protect yourself and your business from the implications of a legal ...

  • $149.00
    2 Credits
    Toronto

    Diversified Solution for Investing in a Low Interest Environment

    Independent Financial Brokers of Canada

    Interest rate dance limbo. So what? It’s possible to provide the potential for good capital protection as well as a stable income to your clients. In a currently uncertain environment plagued by low ...

  • $149.00
    1 Credits
    Toronto

    Return of the IPP

    Independent Financial Brokers of Canada

    Have you ever wondered what happened to the Individual Pension Plan "IPP" established by the Federal Government in 1991? After 26 years there are only about 8500 active plans today while there are ...

  • $135.00
    1 Credits
    Toronto

    What is the Exempt Market and Private Equity investment?

    Independent Financial Brokers of Canada

    Before January 13th, 2016 you had to be worth a cool $5-million in order play in the Exempt Market sandbox of Ontario. There were a few other ways to qualify as an “Accredited Investor” but until ...

  • $135.00
    1 Credits
    Toronto

    Change is Coming: Targeted Reforms and Update on CSA Fee Proposals

    Independent Financial Brokers of Canada

    Canadian securities regulators have proposed major reforms aimed at strengthening the obligations of advisors and firms toward their clients. The reforms are comprehensive in scope, and include the ...

  • $149.00
    1.5 Credits
    Various Locations

    Recent E&O Cases: How the Courts Decided

    Independent Financial Brokers of Canada

    Noted insurance lawyer, Eric Dolden, partner at the boutique law firm of Dolden Wallace Folick LLP, is a leading expert in E&O insurance defense and claims. This presentation is ‘must see’ for any ...

  • $69.00
    1 Credits
    Winnipeg

    The Power of Customized Solutions

    Independent Financial Brokers of Canada

    Incorporate our living benefits products into life insurance sales in a simple, comprehensive product solution customized to meet your client’s needs.

  • N/A
    1 Credits
    Ongoing Activity

    New Opportunities in Life and Health Insurance

    Independent Financial Brokers of Canada

    The life and health insurance industry in Canada is very competitive, with 133 providers of health insurance and nearly 100 life insurance providers. The benefits paid to Canadians each year in death ...

  • N/A
    1 Credits
    Ongoing Activity

    International Insurance 101 (what to look for and what to ask)

    Independent Financial Brokers of Canada

    Do you have a client(s) with employees posted outside the country? Are you pulling your hair trying to wade through the minefield of different markets who profess to provide a product? Do you see odd ...

  • N/A
    1 Credits
    Ongoing Activity

    Business Insurance Marketplace

    Independent Financial Brokers of Canada

    The small, medium owner operator market is the backbone of the economy in Canada. Without these people taking the risk in opening and operating businesses and employing people, we would be as a ...

Showing 1 - 15 of 84 total records