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. Check back soon for details and to download the schedule!
While technology has revolutionized countless industries, from cable television to transportation and even the way we shop, one area that has remained largely untouched by this digital transformation is group benefits. In this session, we’ll take a close look at the multitude of documents currently required in the group benefits process, such as census data, experience reports, billing statements, and plan booklets. Together, we'll explore innovative strategies aimed at streamlining this process and how these advancements can enhance the efficiency and effectiveness of group benefits administration. By staying informed and embracing change, we can shape a future where navigating group benefits is simpler, more transparent, and a better experience for both you and your clients.
Join seasoned financial planner, Kenneth Doll, as he shares his journey from investment and insurance advising to full-time financial planning, motivated by his struggling to find reliable financial planning options. During this session, Kenneth will dive into the concept of fee-only financial planning, emphasizing its holistic approach encompassing taxation, investment, estate, and retirement planning. He will go over the various financial planning software available, compensation structures, the six-step financial planning process, as well as the benefits of this comprehensive strategy for both the broker and the client.
For questions, call our office at 1-888-654-3333.
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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