Canada Life - Every Wednesday at 1 pm EST
Use the following link to join the call:
https://onlinexperiences.com/Launch/QReg/ShowUUID=050DC028-DD9F-409F-9AB1-B2F53215B088
- You’ll need to register to join the call. To do so, enter your first name, last name and email address. You’ll have to do this every week.
- You can then join the call 15 minutes before it starts
- If you can’t make the call, you can listen to it afterwards using the link provided above. The recording should be available 2 hours after the call ends.
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Now available for all plans, including Universal Life, Whole Life, Term 100, Term Life, and Critical Illness, for both Face-to-Face and Non-Face-to-Face sales.
Top 4 reasons to choose BMO Smart App:
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1.
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Up to $1,000,000 of Temporary Accidental Death Benefit Coverage – NO COST!
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2.
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Versatile E-Signature Options (Remote & In-Person)
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3.
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Medical Questions can be skipped and completed by a medical professional
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4.
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Practice App available
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To join the event, please choose your preferred time from the list below:
For audio, please call 1-866-386-7641 or 1-416-443-4516
Conference ID: 8934861
NO RSVP required!
PLEASE DO NOT REPLY TO THIS EMAIL.
For more information on BMO SmartApp, please visit: bmo.com/advisor/smartapp/
Important:
- These WebEx sessions are only available for the first 200 attendees. Registration opens 15 minutes before the start time, on the day of each respective event.
- If you are prompted for a password to enter the session, please use "insurance1".
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APRIL 15TH
MU03 Living Benefits
Vanessa Scott, Director of Living Benefits
What’s Happening in Living Benefits
Register:
Wednesday, April 15th 1:00 PM
(ET)
NEXT IN THE SERIES
APRIL 22ND
MU04 Underwriting
Susan Kerr, Director, Special Case Operations &
Karen Cutler, Chief Underwriter
Q&A with Underwriting
APRIL 29TH
MU05 Non-Par
Steve Krupicz, Head of Advanced Sales & Actuarial Consulting
Forgotten Non-Par Sales Advantages
MAY 6TH
MU06 Vitality
Michael Dawson, External Wholesaler, Vitality Sales
Hidden Value Inside Vitality
MAY 13TH
MU07 Tax & Estate Planning
Dianna Flannery, Senior Tax, Retirement & Estate Planning Consultant
Getting Your Legal House in Order
MAY 20TH
MU08 Affinity
James Richmond, RVP, Affinity Insurance Sales
TBD
MAY 27TH
MU09 Tax & Estate Planning
Hemal Balsara, AVP Regional Tax, Retirement & Estate Planning, Individual
Insurance
Accessing Cash Values
JUNE 3RD
MU10 Tax & Estate Planning
Speaker TBD
Capital Loss Planning – Tips & Traps
JUNE 10TH
MU11 Tax & Estate Planning
Speaker TBD
Implications of Lower Business Values in the Estate
Planning Context
JUNE 17TH
MU12 Tax & Estate Planning
Dianna Flannery, Senior Tax, Retirement & Estate Planning Consultant