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Wednesday, July 5, 2017
IDC Worldsource Insurance Network is a leading MGA supporting Advisors across Canada. We focus on assisting you reach your highest potential and achieve the greatest success through access to the best in mentoring, training and development, compliance, operations and resources and tools.
We pride ourselves on adapting and responding to industry changes and opportunities, because your success is our business. We invite you to hear insights on how to move into market segments and clients that were previously unattainable.
1. Eric Wachtel, Chief Compliance Officer, IDC Worldsource Insurance Network
“Surviving the Surviving the Advisor Audit Blitz of 2017”
You’ve probably gathered from reading industry compliance bulletins, if not experienced personally, advisor compliance examinations are on the rise within the life insurance industry. Provincial regulators, law enforcement regulators and even insurance carriers, are all getting in on the action. This trend is expected to increase as 2017 progresses. Eric will focus on the nature of these audits and what you can do to be ready, ensuring you have the required compliance elements regulators and carriers want to see present in your practice, if you are chosen for audit.
2. Julie Carmel, District Vice President, Manulife Investments
Manulife Segregated Funds: Changing the Conversation – Finding Solutions
Why Manulife? Join us as we examine a wide range of topics that provide a full picture about choosing Manulife segregated funds – from the importance of beneficiaries, through the gamut of investment options, and why clients will be receiving more than just guarantees.
3. Don Hart, VP Training and Development, IDC Worldsource Insurance Network
“Sell the Problem “
The key to solving a client problem is having prospects recognize the situation in the first place. This session will review two case studies illustrating this issue, and provide guidelines on how to get the client to acknowledge a financial problem exists and then moving them into a position where they want to resolve it.
The Advice Direct, your professional media network, is calling on all professional financial advisors to hear, in person or on-line, insights on how to move into market segments and clients previously unattainable. Organized by IDC WORLDSOURCE, this half-day event will be held on Wednesday, July 5, 2017, at the following venue :
Hôtel Ruby Foo’s
7655 Decarie Blvd.
Montreal, Quebec H4P 2H2
Proposed schedule :
8:30 : Registration and Continental breakfast
9:00 : Business Session
10:30 : Break
10:40 Business Session
13:00 : Hot Lunch
These training sessions will be rebroadcast on The Advice Direct web site in few weeks.
Eligible for CE Credits (3 PDUs Credits).
This event is presented in English only.