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Please select this option to search for activities added within the last 60 days.

  • $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 ...

  • $70.00
    1 Credits
    Vancouver

    How much are Declined Cases Costing You?

    Independent Financial Brokers of Canada

    Are you struggling to place previously declined Life, Critical Illness or Disability Insurance cases?  Underwriting is taking a hard look at applications with significant health history, family ...

  • $124.00
    1 Credits
    Toronto

    How much are Declined Cases Costing You?

    Independent Financial Brokers of Canada

    Are you struggling to place previously declined Life, Critical Illness or Disability Insurance cases?  Underwriting is taking a hard look at applications with significant health history, family ...

  • $124.00
    1 Credits
    Toronto

    Taking Care of Your Health: International Comprehensive Health Plans

    Independent Financial Brokers of Canada

    From time to time, financial advisors, brokers and consulting firms have clients being posted or retiring abroad who need full-service medical care, either where they are living, or at regional ...

  • $124.00
    1 Credits
    Toronto

    Structured Settlement Annuities

    Independent Financial Brokers of Canada

    Structured Settlement Annuities provide Tax-Free, Creditor-Proof income for victims of wrongful injuries.  This Seminar will introduce you to the reasoning behind the Canada Revenue Agency endorsement ...

  • $124.00
    1 Credits
    Toronto

    Presenting Powers of Attorney to Financial Institutions: Why they say “No” and How to get to “Yes”

    Independent Financial Brokers of Canada

    What should you do when financial institutions say no when presenting powers of attorney?  Arthur Fish, Partner in the Wills and Estates practice area of Borden Ladner Gervais LLP, answers that ...

  • $124.00
    1 Credits
    Toronto

    Why invest in the U.S. and Global and when

    Independent Financial Brokers of Canada

    Fiera Capital’s Senior Global Equity Strategist, Tim Hylton, will be presenting the Firm’s US Equity approach where sustainable returns and low volatility are achieved by investing in a concentrated ...

  • $124.00
    1 Credits
    Toronto

    CRM2 for the Dual Licensed Advisor

    Independent Financial Brokers of Canada

    This session will offer a panel discussion focusing on CRM2 implications for the dual-licensed, life insurance-mutual fund advisor.  While a lot of CRM2 information has been made available from the ...

  • $19.99
    1 Credits
    Toronto

    CRM2 - Changing the Relationship with Clients

    Independent Financial Brokers of Canada

    Susan Silma, co-founder and partner of CRM2 Navigator, will be providing a 1-hour webinar on CRM2 readiness.  She will:  • provide an overview of the CRM2 rules with a focus on the changes being ...

  • $69.00
    1 Credits
    Saskatoon

    Beyond Protection

    Independent Financial Brokers of Canada

    Learn about the unique and complimentary benefits that come with holding a Foresters Financial policy. In some cases these can amount to over $500,000 of additional benefit at no extra cost. Looking ...

Showing 1 - 15 of 62 total records