Presentations
2020 Presentations
PD Days | May 20 & 21 (Agenda)
- Canada Life | Business owner solutions
- Canada Life | Critical illness insurance
- Desjardins | Living benefits for women
- Empire Life | Non face-to-face
- iA | Critical illness
- ivari | Relevant fact finding
- Manulife | Embracing disruption
- Manulife | Living benefits
- Manulife Bank | Planning strategies for a bear market
- Martha Adams | Building a meaningful connection to financial empowerment
- RBC | DI insurance to LTC insurance
- RBC | The past, present and future of underwriting
- SSQ | Tax planning strategies
- Sun Life | Collaborating with your business owner’s clients
RRSP Meeting | January 7, 8, 14
- BMO | Capture the RRIF market
- BridgeForce | Tech tips
- Canada Life | New segregated fund shelf
- Desjardins | Grow your business with responsible investment
- Empire Life | Our new multi-strategy funds
- Equitable Life | Competitive advantage
- iA | Why choose iA
- Manulife | Capital markets update
- RBC | Estate planning with RBC GIFs
- SSQ | To TFSA or not to TSFA
- Sun Life | Sun Life GIF
2019 Presentations
Compliance Meeting | March 19, 20, 26, 27
- Carrier panel discussion: Be prepared to ace an Advisor Practice Review
- Alan Hoffman, CE-credits.ca Inc. | Ethics: Professional responsibility applied, 2019
- Canada Life | Fair Treatment of Consumer: Understanding the new guidance and expectations
- Tom Warren, Net-Patrol International Inc. | Cybersecurity – what you need to know, and do, to protect your practice
- Dylan Freidman | APEXA – On-boarding update
- Workshop | Hands on compliance help
RRSP Meeting | January 9, 10, 16
- BridgeForce | Tech Tips
- Canada Life | Disciplined investing in a late-market cycle
- Desjardins | It’s not if but when: Protection matters now more than ever
- Empire Life | The 90 percent factor
- Equitable Life | Ready for retirement
- iA Financial | Innovating for you
- Manulife | Capital market update
- RBC | Are you ready for RRSP season?
- RBC | Global markets update & US and Canada overview
- SSQ | Investment review by SSQ’s Global and U.S. Portfolio Manager
- Sun Life | Sun GIF solutions minimize risks: All in one contract
2018 Presentations
Fall General Meeting | October 3, 4, 10, 11
- BridgeForce | Compliance update
- Canada Life | Protecting clients health and wealth: Critical illness for the high net worth market
- Canada Life | Strong and getting stronger
- CPP | Underwriting cancer: Our way or the long way
- CPP | Underwriting heart disease and stroke
- Empire Life | Playing the long game
- Empire Life | New global solutions
- Equitable Life | Building a stronger investment portfolio with Equimax
- Foresters Financial | The year in review – Making it your policy
- iA | iA segregated fund overview
- iA | Affordable critical illness: A solution for every budget
- ivari | Layers of life: Helping clients understand life insurance
- Manulife | Top critical illness sales ideas
- Manulife Bank | Real estate as an active asset in your client’s portfolio
- RBC | Life and living benefits new initiatives / Seg fund industry trends
- SSQ | Universal life: Is it time to rethink YRT?
- SSQ | SSQ tricks revealed
- Sun Life | 10 things to know about Sun LTCI
PD Days | April 18 – 19, 23 – 24
- BMO | Whole Life Plan: An advisor perspective
- BridgeForce | Tech Tips with Craig Pike
- Canada Life | Strategic tax planning and the large case market
- Canada Life | Opportunities to grow and retain business in the female and millennial market
- CPP | Underwriting heart disease and stroke: Our way or the long way
- Empire Life | Successful insurance strategies and technique
- Equitable Life | The Equitable PAR Whole Life story
- Foresters | Cause & effect: How giving back can build your business
- iA | Transition Critical Illness Insurance: Made for you
- La Capitale | Investment accounts
- Manulife Bank | Taming the bull: Regulatory actions in the housing market
- Manulife | If I were your actuary
- RBC | Onward program by Best Doctors
- SSQ | Term Plus: A multi-purpose insurance solution
Compliance Meeting | May 20, 21, 27, 28
- Carrier panel discussion
- Perspectives from a former RCMP officer
- FSCO update
- Protect your business
- Managing conflicts
- Conflict of interest
- The engagement letter
- The ‘Reason why’ letter
2017 Presentations
Fall General Meeting | September 12, 14, 19, 20
- Empire Life | Reasons to do business with Empire from an Underwriter’s perspective
- SSQ Financial | Term Plus: A multi-purpose insurance solution
- BridgeForce | TechTips with Craig Pike
- Manulife Financial | Vitality: An innovative approach to health & wellness
- Canada Protection Plan | Underwriting cancer
- BridgeForce | Compliance update
- ivari | Let’s talk about ivari: Solutions for your client’s needs
- Foresters Financial | Building a diversified portfolio
- Canada Life | Estate protection: Secure your client’s legacy
- Equitable Life | Harnessing the power of CSV in a PAR plan
- Desjardins | Introducing Desjardins Insurance new participant whole life insurance
- BMO Insurance | BMO Insurance new whole life: A simple, flexible and guaranteed solution
New CE Compliance Tool
CE-Tracker is a free online CE tracking service that you can use to easily track your CE requirements, and the CE credits you have earned to date – for all Life Licenses, Mutual Fund Licenses, and designations you may hold.
Having reviewed this CE compliance tool, we expect that CE-Tracker will make it easier for you to earn and track your CE credits, but more importantly we expect that this tool will simplify things if your CE credits are audited.
CE-Tracker allows you to easily enter all of your CE activities and CE credits, as well as lets you upload and store your CE certificates online. If you become the subject of a CE audit, CE-Tracker also has an Audit Reporting function built in to even make that simple and stress free for you.
CE-Tracker has been vetted and approved by all 16 Governing Bodies across Canada.
What does this mean for you?
- Once you enter a CE Credit, CE-Tracker will allocate it to all appropriate Licenses and Designations. This may reduce the number of CE Credits you need to earn.
- You can upload and store all of your CE Certificates electronically in CE-Tracker, which means you will not lose any more CE Certificates. As you know, if you don’t have the CE Certificate, you can’t prove you have earned the CE Credits for a CE Audit.
- You can record your CE Activities before you receive your CE Certificate, which helps you remember which CE Certificates you have not received yet. No more worrying about earning more CE Credits at the last minute just to make sure.
- CE-Tracker also sends you reminder emails as you get closer to your renewal dates if you don’t have enough CE Credits yet. This will prevent any panicked last minute rush to earn your CE Credits in time.
- CE-Tracker is FREE for you to use! No strings attached!
This can be an important CE compliance tool. To create your account click here.