BridgeForce University Monthly Webinars

161018 Bfgu Webinars

BridgeForce Financial | Compliance
Tuesday, June 13, 2017
10:00am or 1:00pm |  EST |  1 hr

Between June 17 and July 1, 2017 there are a number of new and changed regulatory requirements affecting your business. These include AML identification processes and expanded tax reporting. We want to be sure they’re on your radar and you’re taking steps to comply.

Presented by: Earleen Moulton
Limit 25 / session
This webinar will be recorded and made available for on demand viewing.

Register for 10am session
Register for 1pm session

RBC Insurance | Renewing Coverage with YourTerm has never been more Affordable! The RBC Term 10 Renewal offer is an industry First!
Wednesday, June 14, 2017
11:00am |  EST |  1 hr

We at RBC Insurance are pleased to provide you more updates on the Renewal Offer:

  • The RBC YourTerm Renewal Offer was introduced when at product launch of the YourTerm Life Insurance in January 2016
  • Through the Term Renewal Offer, most of the advisors successfully retained their clients by helping them to restart a new Term 10 with lower premiums
  • What is the difference between Simplified Renewal Offer and the Renewal Offer with Underwriting?
  • When the 5% renewal discount would apply?
  • In this session we would provide update information on the offer, the requirements, the form and the process.
  • We would also provide a refresher on the features of the YourTerm and how to position this product with your clients
  • Additional 5% FYC with RBC YourTerm new application – offer until July 28, 2017

Presented by: Amy Leung
CE credit will be provided upon completion.


RBC Insurance | DI Rep School I – Need for DI and How to Prospect
Wednesday, June 28, 2017
11:00am |  EST |  1 hr

According to research data, only 10% of Life Licensed advisors are selling Disability Insurance. Most common feedback is “Disability is too complicated and not easy to understand” and “It is hard to discuss Disability Insurance with clients”. If you are feeling the same, in this session, Amy would provide you with some valuable information on:

  • Why RBC
  • Who needs Disability Insurance
  • Why is it Important
  • Looking for the Opportunity to grow your business using Disability Insurance
  • Why other coverages aren’t enough
  • How to Prospect – Where do you find these clients
  • What is Medical Confidence

Presented by: Amy Leung
CE credit will be provided upon completion.


La Capitale | Credit Insurance Concept / Mortgage Insurance
Tuesday, July 4, 2017
10:00am |  EST |  1 hr

Many advisors start their career replacing traditional mortgage insurance. Historically, this has been done with Term Life insurance only. The banks have changed the game offering Life, DI, and CI all in one package.  La Capitale does this even better. Combining the industry’s most competitive rates, features, and compensation, when it comes to fully underwritten products in this market, La Capitale is a true leader.

Presented by: Jason Allen and Joe Tari

After successfully registering you will receive an email with a link to the webinar before July 4th.