Training Library
2024
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November 26
Empire Life: Protection, Liquidity and Flexibility; Estate Planning Considerations for Business Owners Recording
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November 25
Weekly Economic Update Recording
The QFS Edge Recording
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November 19
Estate Planning 101 Recording
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November 18
Weekly Economic Update Recording
Money Monday Recording
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November 13
Unlocking the Power of Digital Marketing: Best Practices for Financial Advisors Recording
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November 6: Live Webinar Series
Empire Life: New First home Saving account, and the New Empire Life Funds Recording
Sun Life GIF Solutions – For any Client Need Recording
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November 5: Live Webinar Series
iA: The Wealth Transition Recording
Manulife: Tax & Estate Planning in Action – Lessons Learned Using a Case Study Approach Recording
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November 4
Weekly Economic Update Recording
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October 30
Anti Money Laundering and Anti Terrorism Financing Recording
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October 28
Advanced Planning Webinar with Scott and Tony Recording
October 21
Weekly Economic Update Recording
Money Monday Recording
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October 10
Sun Life: How To Get More Business Placed Efficiently Through Underwriting Recording
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October 7
Weekly Economic Update Recording
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October 2
CPP: Your Whole Life Advantage Recording
Equitable Life: Selling Juvenile Insurance Through Story Telling Recording
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October 1
iA: The Sandwich Generation; A Unique Solution To Boost Sales Recording
Empire Life: Insurance as an Asset Class Recording
September 30
Weekly Economic Update Recording
Advanced Planning Webinar with Scott and Tony Recording
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September 23
Weekly Economic Update Recording
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September 16
Weekly Economic Update Recording
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September 11
Compliance Session: Treating Your Client Fairly Recording
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September 10
Desjardins: Provide More Stability for Business Owners When Using Corporately Owned PAR Strategies Recording
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September 9
Weekly Economic Update Recording
Money Monday Recording
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September 5
Canada Life: Selling with Confidence – Understanding After-Sales Support to Protect Your Cases Recording
Sun Life: Top 10 Reasons Why the Wealthy Want Insurance Recording
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September 4
Manulife: Why High Net Worth Individuals Buy Life Insurance Recording
BMO: Insurance Strategies to Mitigate the New Capital Gain Inclusion Rate Recording
August 26
Weekly Economic Update Recording
Advanced Planning Webinar with Scott and Tony Recording
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August 21
Assumption Life’s New Product Offerings – Enhanced Simplified Issue Solutions ‘unveiled’ Recording
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August 19
Weekly Economic Update Recording
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August 15
Compliance Session: Are You Ready for a Compliance Review? Recording
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August 12
Weekly Economic Update Recording
Money Monday Recording
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August 7
iA: Simplified Issue Living benefits Solutions Recording
Manulife: Rated or Declined Clients Recording
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August 6
UV Insurance: Regular Underwriting and Simplified Issue Life Insurance Recording
CPP: Opportunities for Sales in Canada’s Fastest Growing Market Recording
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July 29
Weekly Economic Update Recording
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July 22
Weekly Economic Update Recording
Advanced Planning Webinar with Scott and Tony Recording
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July 15
Weekly Economic Update Recording
Compliance Session: Navigating the Complex World of IT Security Recording
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July 11
Introduction to RazorPlan Recording
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July 8
Weekly Economic Update Recording
Money Monday Recording
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July 3
Equisoft: True Power of A CRM Recording
Canada Life: Applying Canada Life Solutions Recording
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July 2
LDA: Modern Solutions for the Modern Advisor - Automatically Mine Your Life Insurance Block Recording
Empire Life: Why Go Fishing, When the Fridge is Full of Fish Recording
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June 24
Weekly Economic Update Recording
Advanced Planning Webinar with Scott and Tony Recording
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June 17
Weekly Economic Update Recording
June 10
Money Monday Recording
Weekly Economic Update Recording
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June 5
Manulife: Echo Pandemic Recording
IA: Transition Critical Illness Insurance Recording
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June 4
Canada Life: Diving into Disability Insurance Recording
RBC: Strategies to protect our business and professional clients Recording
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June 3
Weekly Economic Update Recording
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May 27
Weekly Economic Update Recording
Advanced Planning Webinar with Scott and Tony Recording
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May 13
Weekly Economic Update Recording
Money Monday Recording
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May 8
Canada Life: UL Fundamentals Recording
BMO: A lower cost solution, other than Term, for your older clients Recording
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May 7
ivari: Providing families protection today, accumulating savings for tomorrow! Recording
Manulife: The Power of Universal Life Recording
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May 6
Weekly Economic Update Recording
Special Money Monday Recording
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May 2
Navigating Death Claims in a World of Consolidated and Acquired Insurers Recording
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April 29
Weekly Economic Update Recording
Advanced Planning Webinar with Scott and Tony Recording
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April 22
Weekly Economic Update Recording
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April 15
Weekly Economic Update Recording
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April 8
Weekly Economic Update Recording
Money Monday Recording
April 3, 2024
IA: Children Critical Illness & The Power of PAR - From childhood to retirement Recording
Canada Life: Family Market Opportunities with Canada Life Recording
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April 2, 2024
Empire Life: Affordable Solutions Made Easy - Elevate your business with Empire Life Recording
RBC: Growth Insurance for Juveniles - Growing children, Growing values Recording
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April 1 2024
Weekly Economic Update Recording
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March 26 2024-
All you need to know About UV Simplified issue at Standard rates Recording
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March 25 2024-
Weekly Economic Update Recording
Advanced Planning Webinar with Scott and Tony Recording
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March 20 2024-
Compliance Training and Guidance Session: Ensuring a needs-based insurance sale and Complaints, and the advisor’s role in resolution Recording
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March 18 2024-
Weekly Economic Update Recording
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March 18 2024-
Weekly Economic Update Recording
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March 11 2024-
Weekly Economic Update Recording
Money Monday Recording
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March 6 2024-
Manulife: Corporate Insurance Opportunities Recording
RBC: Corporate Estate Transfer Recording
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March 5 2024-
Canada Life: Corporate Insurance Opportunities Recording
Sun Life: Corporate strategies with a twist Recording
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March 4 2024-
Weekly Economic Update Recording
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February 26 2024-
Weekly Economic Update Recording
Advanced Planning Webinar Recording
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February 12 2024-
Market Monday Recording
Money Monday Recording
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February 7 2024-
Canada Life: Positioning personally owned whole life insurance Recording
IA: Power of PAR – from childhood to retirement Recording
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February 6 2024-
Sun life: Personal Permanent Insurance Whole Life Recording
Manulife: Positioning Par Beyond the Numbers Recording
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February 5 2024-
Market Monday Recording
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January 31 2024-
QFS 2024 Kick-off Event Recording
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January 29 2024-
Market Monday Recording
Advanced Planning Webinar Recording
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January 22 2024-
Market Monday Recording
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January 15 2024-
Market Monday Recording
Money Monday Recording
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January 8 2024-
Market Monday Recording
2023
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November 27 2023-
Advance Planning Webinar 2 Recording
November 22, 2023-
Compliance Webinar Recording
November 13 2023-
Money Monday Recording
October 16 2023-
Money Monday Recording
October 4 2023-
CPP Foresters: Executor Success - An affordable solution to executor compensation share Recording
October 3 2023-
Industrial Alliance: iA Hybrid Whole Life Products Recording
Empire Life: Winning Strategies Using Permanent Life Insurance Recording
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September 18, 2023-
Money Monday Recording
September 13, 2023-
Manulife: Advanced Case Consulting -- Tony, Advanced Teams Recording
BMO: Advanced Case Consulting -- Tony, Advanced Teams Recording
September 12, 2023-
Canada Life: Positioning Life Insurance in High-Net-Worth Market Recording
Sun Life: Advanced Case Consulting -- Tony, Advanced Teams Recording
September 11, 2023-
Money Monday Recording
August 14, 2023-
​Money Monday Recording
August 9, 2023-
iA: Access Life and Cancer Guard Recording
Manulife: Manulife Sweet Spots – Substandard & Declined Clients Recording
August 8, 2023-
Assumption Life: Declines SUCK! Recording
CPP: Canada’s Fastest Growing Market Recording
July 12 , 2023-
Canada Life: How Canada Life Can Help You Give and Keep More of Your Money Recording
Ivari: Providing families protection today, accumulating savings for tomorrow! Recording
July 11 , 2023-
Life Design Analysis: Put Your Block of Business on Autopilot Recording
Empire Life: Strategies to Build your investment business Recording
July 10, 2023- Money Monday Recording
June 12, 2023-
Money Monday- Recording
June 7, 2023-
iA: Living Benefit Solutions: Disability Insurance- Recording
Manulife (CI): Echo Pandemic – The Importance of Critical Illness Insurance Recording
Sun Life: Sun Critical Illness Insurance (Sun CII) – Executive Summary and Child CII - Recording
June 6, 2023-
Equitable Life: Building Your Business with Critical Illness Insurance Recording
Canada Life Starting DI (disability insurance) Conversations Recording
May 24, 2023 -
Compliance Training & Guidance Recording
May 8, 2023 -
Money Monday Recording
May 3, 2023 -
BMO: Pivot and Grow - Recording
Canada Life: Universal Life – Coverage That Fits Recording
May 2, 2023 -
Ivari: Providing families protection today, accumulating savings for tomorrow! - Recording
Manage "Manulife: UL The Future of Insurance" Recording
Apr. 17, 2023 - ​Money Monday - Recording
Apr. 5, 2023 -
iA: Mortgage Protection in an affordable way - Recording
Canada Life: How you can use the many features of Canada Life My Term in your insurance practice- Recording
Apr. 4, 2023 -
Empire Life: Flexible Options for your clients - Recording
RBC: Participating Life Insurance Solutions in Action- Recording
​Mar. 13, 2023 - ​Money Monday - Recording
Mar. 8, 2023 - How to Position Corporate Insurance Opportunities and Case Studies
Manulife: All Exists lead to Life InsuranceRBC: Corporate Estate Transfer - Recording
RBC: Corporate Estate Transfer - Recording
Mar. 7, 2023 - How to Position Corporate Insurance Opportunities and Case Studies
Sun Life: Business Owner Partnerships: Pitfalls and Opportunities - Recording
Canada Life: Estate Planning discussions with business owners - Recording
​Feb. 14, 2023 - ​Money Monday - Recording
Feb. 8, 2023 - ​ How to Position Personal Permanent Insurance - Whole Life
Canada Life: Cash, Cottage and Tax - Recording
Sun Life: How to position personal permanent insurance -- WL - Recording
​Feb. 7, 2023 - ​ How to Position Personal Permanent Insurance - Whole Life
IA: Permanent Life Insurance, one size doesn’t fit all - Recording
Empire Life: Help your clients address looming Capital Gains Taxes with the Keep the Cottage in the Family Strategy - Recording
​2022
Mar. 1, 2022 - ​Webinar Series: Finding New Markets
IA Investments: How to Build your Investment Practice - Recording
Manulife: Sales Ideas Worth Stealing - Recording
RBC: Bend or Break: How Flexibility Keeps your Clients Protected in a Post-Pandemic World - Recording
Canada Life: Corporate Life Insurance Opportunities - Recording
​Feb. 22, 2022 - ​Equitable Life: Building Wealth with Individual Life Insurance
Recording
​Feb. 14, 2022 - ​Money Monday
Recording
​Feb. 1, 2022 - ​Webinar Series: Permanent Insurance
Canada Life: Whole Life Insurance - What’s in it for me? - Recording
Sun Life: Life Insurance As An Asset Class - Recording
Manulife: PAR and Case Studies - Recording
Empire Life: Concepts That Work: The 4 Client Situations We Position Permanent Life Insurances - Recording
2021
​Dec. 14, 2021 - ​Empire Life Compliance Session: Privacy Breach
Recording
​Nov. 9, 2021 - ​Webinar Series: Insurance Solutions for the Young Family Market
Equitable Life: Preferred Insurance Solutions For Individual Clients - Recording
Empire Life: Solution Series, bundling custom solutions for Young Families - Recording
Manulife: Vitality A New Kind of Life Insurance - Recording
Canada Life: Dial up your sales with Canada Life - Recording
​Jul. 14, 2021 - ​QFS and Equisoft - Discover Equisoft's Tools for Financial Advisors
Recording
Jul. 12, 2021 - Money Monday
Hosted by Scott Edgington, QFS - Recording
​Jul. 6, 2021 - ​Themed Day: Is All Term Created Equal?
Industrial Alliance: Is all term created equal? - Recording
CPP: Strategies to Protect the Home: Healthy or not? - Recording
Empire Life: What Makes Empire Different? - Recording
Manulife: The Power of Manulife Term - Recording
Jun. 15, 2021 - Compliance: Empire Life - The Right Approach
Recording
Jun. 1, 2021 - Themed Day: Critical Illness Solutions
IA: The Healthy Wealthy Corner - Recording
CPP: Live Well and Live Well Plus CI - Recording
Humania: Critical Illness, It’s Simplified! - Recording
Manulife Living Benefits Sales Ideas - Recording
May 27, 2021 - Manulife Bank Online Workshop and Learn from the Experts
Recording
May 4, 2021 - Themed Day: Business Insurance Solutions
RBC: Living Benefits Business Owner Concepts - Recording
Canada Life: Business Insurance Solutions - Recording
Sun Life: The Corporate Conversation: An introduction to working with Business Owners - Recording
May 3, 2021 - Money Monday
Hosted by Scott Edgington, QFS - Recording
Apr. 22 - Speaker Labs: Master Public Speaking to Ignite your Career
Recording
Apr. 12, 2021 - Money Monday
Hosted by Scott Edgington, QFS - Recording
Apr. 6, 2021 - Themed Day: Selling to the 55+ Market
Empire Life: Unique Solutions with Guarantees Your Clients Want to See! - Recording
Canada Life: Are there missing elements from your asset allocation model? - Recording
IA: Dad is getting older.....and so is mom - Recording
Ivari: Family Wealth Transfer - Recording
Mar. 22, 2021 - Thriving in a pandemic: Hear from top advisors on how they are having their best years
1 on 1 with Brian Gribben - Recording
Mar. 2, 2021 - Themed Day: Insurance Solutions for Grandparents / Intergenerational Transfers
Empire Life: Intergenerational Wealth Transfer - Recording
Industrial Alliance: Intergenerational Wealth Transfer, using Life Insurance - Recording
Equitable Life: A Head Start, For Tomorrow- Recording
Foresters: Cascading Life Insurance with Foresters Financial - Recording
Feb. 8, 2021 - Money Monday
Hosted by Scott Edgington, QFS - Recording
Feb. 2, 2021 - Themed Day: Insurance Strategies for Canadian Private Corporations
Equitable Life: Corporate Owned Life Insurance for Business Owners - Recording
Sun Life: Partnering with the COI – Effective tax planning strategies for corporate clients - Recording
Canada Life: Corporate Insurance Opportunities - Recording
Jan. 28, 2021 - Themed Day: Whole Life Strategies for Individuals & Affluent Clients - Deep Dive
Canada Life: Tax planning during COVID & Ideas for positioning par insurance for HNW individuals - Recording
Sun Life: Life Insurance & The Wealthy - Recording
Jan. 11, 2021 - Money Monday
Hosted by Scott Edgington, QFS - Recording
Jan. 5, 2021 - Themed Day: Whole Life Strategies for Individuals & Affluent Clients
Equitable Life: Bolstering The Corporate Balance Sheet - Recording
Manulife: Whole Life Strategies for Individuals & Affluent Clients - Recording
BMO: The BMO Whole life – Recording
Empire Life: The Reasons Clients buy Permanent Life Insurance & How we Access the CV - Recording
2020
Dec. 9, 2020 - Business Planning hosted by Fiona Cuddy
Business Planning for 2021 - Recording
Business Planning Template - Download
90 Day Planning Template - Download
Dec. 7, 2020 - Money Monday
Hosted by Scott Edgington, QFS - Recording
Nov. 24, 2020 - What is RBC GSI?
Recording
Oct. 14, 2020 - Tips & Strategies to move through the sales process faster
Recording
Sept. 22, 2020 - Grow your term insurance business with Canada Life
Recording
Jul. 7, 2020 - Living Benefits Bootcamp
Canada Life: How to Sell Critical Illness - Recording
RBC: Living Benefits - Recording
Jul. 6, 2020 - IA RESP Follow-Up
IA: RESP Follow-Up - Recording
Jun. 30, 2020 - Manulife Presentation
Manulife: Uncovering Hidden Opportunities in Segregated Funds - Recording
Jun. 23, 2020 - BMO Presentation
BMO: Insurance Solutions and Product Suitability in the Corporate Marketplace - Recording
Jun. 16, 2020 - Family Market Themed Day
CPP: CPPs New CI to protect your family - Recording
Empire Life: Thriving in the Family Market with Customized Client Solutions - Recording
Jun. 9, 2020 - IA RESP Webinar
IA: RESP Webinar - Recording
May 5, 2020 - Corporate Insurance Workshop:
Canada Life: Corporate Insurance - Recording
Manulife: Corporate Insurance - Recording
April 23, 2020 - Epilogue Wills:
Epilogue Wills: The anatomy of a basic will - Recording
Apr. 14, 2020 - Themed Day: Wealth Transfer
RBC: Invest more, worry less! - Recording
Sun Life: International Wealth Transfer - Recording
Desjardins - Recording
Apr. 7, 2020 - Themed Day:
Empire Life: Themed Day - Recording
BMO: Themed Day - Recording
Equitable Life: Themed Day - Recording
Manulife: Themed Day - Recording
Mar. 26, 2020 - E-App 101:
RBC: E-App 101 - Recording
Empire Life: E-App 101 - Recording
Mar. 25, 2020 - E-App 101:
Canada Life: E-App 101 - Recording
Industrial Alliance: E-App 101 - Recording
Equitable Life: E-App 101 - Recording
ivari: E-App 101 - Recording
RazorPlan Training:
Apr 22/20: Adding Client Recommendations and Utilizing Reports - Recording
Mar 31/20: Adding Client Recommendations and Utilizing Reports - Recording
Mar 11/20: Training With Your Team - Recording
Jan 21/20: Retirement Needs and Charts in RazorPlan - Recording
2019
Dec 12, 2019: Business Planning for 2020:
Business Plan Template
Powerpoint Presentation
Audio Recording
E-Application Training:
Assumption Life - LIA Tutorial
BMO - SmartApp Tutorial
Canada Life - Simple Protect Webinar
Canada Protection Plan - eAccess Webinar
Empire Life - Fast and Full Training (password: fastandfull)
Equitable Life - EZ Complete Presentation
Industrial Alliance - EVO Webinar
Manulife - EZ-App Webinar (Begins at 1 Hr Mark)
SSQ​ - E-App Webinar
