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.
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.
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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