Up to 10 hours of CE towards:
We'll be joined by many knowledgeable speakers, ready to share their insights and how you can take your business to the next level.
Optimal Practice Succession has been designed around advisors leaving a legacy as they seek to retire, passing the baton of leading their practice to the next generation. Materials covered will be the main elements involved in ensuring that advisors experience smooth and value-creating successions not only for their clients, but also for themselves, including: Picking the right time - Book supply and demand dynamics, Current multiples and benchmark market multiple, The drivers of over/under benchmark multiples; and Choosing the right path - The Direct Sale, The Invested Seller, The Associate Handoff.
Assuris is the not-for-profit organization that protects Canadian policyholders if their life and health insurance company fails. This session will focus on how Assuris protects policyholders, should a member life and health insurance company fail. It also explores different “real-life” scenarios on how Assuris’ protection is applied and will provide you the tools to be better informed and to advise your clients that is the unexpected happens, they are protected. It is developed to help financial advisors gain knowledge about Assuris and its protection to reassure policyholders and give them peace of mind, both at the point of sale and in the unlikely event a life and health insurance company fails. By attending the Assuris session, financial advisors will understand how Assuris protects Canadian policyholders, how protection is applied to life and health insurance benefits, be able to describe to policyholders how Assuris protects their benefits, be able to calculate Assuris protection for different product benefits, and be equipped to provide policyholders with appropriate sources of information, as well as know where to turn to get additional information if required.
This session begins with an overview of the importance of financial planning for senior living. It covers discussing future living arrangements and understanding the various costs involved. We will compare the benefits of retirement living and homecare, debunk the myth that aging at home is "free," and highlight the value of retirement communities. Strategies for affording retirement living will be explored, including safely investing home proceeds, funding options for those not ready to sell, additional funding resources, and available government benefits. We’ll also addresses common financial questions including balancing costs while preserving inheritance, estimating financial longevity in retirement communities, and seeking professional financial advice. Additionally, we’ll share insights from one of our residents on how she funds her retirement living experience.
In today's world, where the healthcare landscape is constantly changing, securing access to top-tier medical services is more crucial than ever. At Best Doctors Canada Insurance, we are proud to offer extensive coverage and access to a network of premier medical professionals globally. We are excited to invite you to an informative session where we will showcase the unique benefits and features of the Best Doctors Canada Insurance Global Medical Care plans. This session is designed to empower you with a thorough understanding of our diverse insurance options that cater to a range of medical needs on a global scale—from emergency services to specialist consultations and extended hospital stays. Here’s what you can expect during the session: 1. Detailed Overview of Insurance Plans: Dive deep into the specifics of our plans which are tailored to provide comprehensive medical coverage worldwide, ensuring peace of mind during both emergency and routine medical situations. 2. Introduction to Our Medical Network: Get acquainted with our expansive network of highly skilled physicians and state-of-the-art medical facilities that are available for your annual health assessments and beyond. 3. Global Access to Medical Services: Discover the ease and simplicity of accessing medical consultations and treatments across the globe, regardless of where you might be. 4. Personalized Support: Learn about the bespoke care and dedicated support our experienced team offers to each of our clients, enhancing your healthcare experience. Attending this session will equip you with valuable insights into how Best Doctors Canada Insurance can support your health and well-being, ensuring you're well-prepared for any medical needs that arise as you navigate through life's journeys. We look forward to guiding you through the many ways in which we can serve as your trusted partner in health care. Join us to take the first step towards a safer, healthier future.
Understanding your insurance policy is essential to ensure you are properly covered in case of unexpected events. It’s important to familiarize yourself with common allegations and claim scenarios that could arise in your profession or personal life, as these will help you anticipate potential risks. Implementing best practices is another key step, as they act as a form of protection, minimizing the likelihood of claims being filed against you. In the event that you do need to report a claim, it’s crucial to know the steps that follow, so you can be prepared for the process and any necessary documentation that may be required.
Join Jean Pierre Laporte, CEO of INTEGRIS Pension Management Co., as he highlights the importance of understanding pension laws for financial advisors serving business clients. This session will reveal lesser-known tax strategies and deductions that can significantly benefit entrepreneurs in their retirement planning. Discover how upgrading from traditional RRSPs or corporate savings to pension plans can unlock unique tax advantages, both during the accumulation phase and upon retirement or death. Explore the long-term benefits of pension plans and how to apply them to various business scenarios. By mastering these strategies, you'll be able to offer tailored solutions that address the unique needs entrepreneurial clients.
In this session, Jonathan Lo, Vice President – Growth Equities & Senior Equity Analyst at AGF, will discuss the evolving macroeconomic and political landscape and its implications for investors. As global markets are increasingly influenced by complex economic factors, understanding these dynamics is essential for making informed investment decisions. This session will delve into the importance of maintaining objectivity in the face of these shifting environments and will offer a data-driven perspective on current market conditions, providing insights into the best investment opportunities moving forward. This presentation will equip participants with the knowledge to capitalize on emerging trends while mitigating risks in an unpredictable world.
If you are like most independent advisors, you probably think that cyberattacks and hacking are something that only happens to big corporations. Unfortunately, you are wrong. Not only does the size of your operation have no bearing on the likelihood of a cyber-attack, the fact that you operate in the financial services make it that much more likely that a cybercriminal will target you. Knowing how to protect your business, and your client’s data, begins with understanding the risk. Roberta Tasson, Senior Vice President, Professional and Financial Services, will guide you through the ways that your business may be vulnerable to data breach, ransomware, phishing scams, and more, and provide you with a roadmap to securing the sensitive data in your care. It’s a ‘can’t miss’ presentation for every financial professional.
This presentation introduces financial advisors to ‘New Factory Thinking,’ a strategy for evolving beyond traditional financial services by focusing on innovation and creating new value. It outlines methods to grow a financial advisory practice by attracting higher quality clients, increasing profitability, and working more efficiently. The presentation emphasizes the need for continual reinvention, adapting to clients' changing needs, and leveraging cutting-edge technologies like AI and augmented reality. By adopting New Factory Thinking, financial advisors can move away from a purely product centered approach to a value hub model, offering a wider range of services that meet client needs, similar to platforms like Apple or Amazon. The goal is to help advisors create the financial advisory practice of their dreams by developing new, higher margin offerings and building a virtual platform that can generate passive income. This approach aims to significantly boost income, reduce work hours, and create a more rewarding and future focused practice.
This course will delve into the beginnings of Universal Healthcare in Canada, how it has evolved over the years and most importantly, assist the advisor in navigating the private healthcare options such as insurance Companies and other benefit providers for their clients. Topics include different flexible products and for health and wellness, as well as various insurances.
We'll be joined by many knowledgeable speakers, ready to share their insights and how you can take your business to the next level.
Check back soon for details and to download the schedule!
Optimal Practice Succession has been designed around advisors leaving a legacy as they seek to retire, passing the baton of leading their practice to the next generation. Materials covered will be the main elements involved in ensuring that advisors experience smooth and value-creating successions not only for their clients, but also for themselves, including: Picking the right time - Book supply and demand dynamics, Current multiples and benchmark market multiple, The drivers of over/under benchmark multiples; and Choosing the right path - The Direct Sale, The Invested Seller, The Associate Handoff.
Assuris is the not-for-profit organization that protects Canadian policyholders if their life and health insurance company fails. This session will focus on how Assuris protects policyholders, should a member life and health insurance company fail. It also explores different “real-life” scenarios on how Assuris’ protection is applied and will provide you the tools to be better informed and to advise your clients that is the unexpected happens, they are protected. It is developed to help financial advisors gain knowledge about Assuris and its protection to reassure policyholders and give them peace of mind, both at the point of sale and in the unlikely event a life and health insurance company fails. By attending the Assuris session, financial advisors will understand how Assuris protects Canadian policyholders, how protection is applied to life and health insurance benefits, be able to describe to policyholders how Assuris protects their benefits, be able to calculate Assuris protection for different product benefits, and be equipped to provide policyholders with appropriate sources of information, as well as know where to turn to get additional information if required.
This session begins with an overview of the importance of financial planning for senior living. It covers discussing future living arrangements and understanding the various costs involved. We will compare the benefits of retirement living and homecare, debunk the myth that aging at home is "free," and highlight the value of retirement communities. Strategies for affording retirement living will be explored, including safely investing home proceeds, funding options for those not ready to sell, additional funding resources, and available government benefits. We’ll also addresses common financial questions including balancing costs while preserving inheritance, estimating financial longevity in retirement communities, and seeking professional financial advice. Additionally, we’ll share insights from one of our residents on how she funds her retirement living experience.
In today's world, where the healthcare landscape is constantly changing, securing access to top-tier medical services is more crucial than ever. At Best Doctors Canada Insurance, we are proud to offer extensive coverage and access to a network of premier medical professionals globally. We are excited to invite you to an informative session where we will showcase the unique benefits and features of the Best Doctors Canada Insurance Global Medical Care plans. This session is designed to empower you with a thorough understanding of our diverse insurance options that cater to a range of medical needs on a global scale—from emergency services to specialist consultations and extended hospital stays. Here’s what you can expect during the session: 1. Detailed Overview of Insurance Plans: Dive deep into the specifics of our plans which are tailored to provide comprehensive medical coverage worldwide, ensuring peace of mind during both emergency and routine medical situations. 2. Introduction to Our Medical Network: Get acquainted with our expansive network of highly skilled physicians and state-of-the-art medical facilities that are available for your annual health assessments and beyond. 3. Global Access to Medical Services: Discover the ease and simplicity of accessing medical consultations and treatments across the globe, regardless of where you might be. 4. Personalized Support: Learn about the bespoke care and dedicated support our experienced team offers to each of our clients, enhancing your healthcare experience. Attending this session will equip you with valuable insights into how Best Doctors Canada Insurance can support your health and well-being, ensuring you're well-prepared for any medical needs that arise as you navigate through life's journeys. We look forward to guiding you through the many ways in which we can serve as your trusted partner in health care. Join us to take the first step towards a safer, healthier future.
Understanding your insurance policy is essential to ensure you are properly covered in case of unexpected events. It’s important to familiarize yourself with common allegations and claim scenarios that could arise in your profession or personal life, as these will help you anticipate potential risks. Implementing best practices is another key step, as they act as a form of protection, minimizing the likelihood of claims being filed against you. In the event that you do need to report a claim, it’s crucial to know the steps that follow, so you can be prepared for the process and any necessary documentation that may be required.
Join Jean Pierre Laporte, CEO of INTEGRIS Pension Management Co., as he highlights the importance of understanding pension laws for financial advisors serving business clients. This session will reveal lesser-known tax strategies and deductions that can significantly benefit entrepreneurs in their retirement planning. Discover how upgrading from traditional RRSPs or corporate savings to pension plans can unlock unique tax advantages, both during the accumulation phase and upon retirement or death. Explore the long-term benefits of pension plans and how to apply them to various business scenarios. By mastering these strategies, you'll be able to offer tailored solutions that address the unique needs entrepreneurial clients.
In this session, Jonathan Lo, Vice President – Growth Equities & Senior Equity Analyst at AGF, will discuss the evolving macroeconomic and political landscape and its implications for investors. As global markets are increasingly influenced by complex economic factors, understanding these dynamics is essential for making informed investment decisions. This session will delve into the importance of maintaining objectivity in the face of these shifting environments and will offer a data-driven perspective on current market conditions, providing insights into the best investment opportunities moving forward. This presentation will equip participants with the knowledge to capitalize on emerging trends while mitigating risks in an unpredictable world.
If you are like most independent advisors, you probably think that cyberattacks and hacking are something that only happens to big corporations. Unfortunately, you are wrong. Not only does the size of your operation have no bearing on the likelihood of a cyber-attack, the fact that you operate in the financial services make it that much more likely that a cybercriminal will target you. Knowing how to protect your business, and your client’s data, begins with understanding the risk. Roberta Tasson, Senior Vice President, Professional and Financial Services, will guide you through the ways that your business may be vulnerable to data breach, ransomware, phishing scams, and more, and provide you with a roadmap to securing the sensitive data in your care. It’s a ‘can’t miss’ presentation for every financial professional.
This presentation introduces financial advisors to ‘New Factory Thinking,’ a strategy for evolving beyond traditional financial services by focusing on innovation and creating new value. It outlines methods to grow a financial advisory practice by attracting higher quality clients, increasing profitability, and working more efficiently. The presentation emphasizes the need for continual reinvention, adapting to clients' changing needs, and leveraging cutting-edge technologies like AI and augmented reality. By adopting New Factory Thinking, financial advisors can move away from a purely product centered approach to a value hub model, offering a wider range of services that meet client needs, similar to platforms like Apple or Amazon. The goal is to help advisors create the financial advisory practice of their dreams by developing new, higher margin offerings and building a virtual platform that can generate passive income. This approach aims to significantly boost income, reduce work hours, and create a more rewarding and future focused practice.
This course will delve into the beginnings of Universal Healthcare in Canada, how it has evolved over the years and most importantly, assist the advisor in navigating the private healthcare options such as insurance Companies and other benefit providers for their clients. Topics include different flexible products and for health and wellness, as well as various insurances.
For questions, call our office at 1-888-654-3333.
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IFB is a self-accrediting provider in the provinces of Alberta, Saskatchewan and Manitoba. For accreditation for RIBO licensed brokers in Ontario, IFB submits all material to RIBO Accreditation, and does not post RIBO credit categories or hours until formal confirmation is received. For accreditation for CFP designates and MFDA registrants, IFB submits all material to FP Canada accreditation, and does not post FP Canada or MFDA credit categories or hours until formal confirmation is received.
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