2024

​

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

​

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

​

April 1 2024

Weekly Economic Update Recording

​

March 26 2024-  

All you need to know About UV Simplified issue at Standard rates Recording

​

March 25 2024-  

Weekly Economic Update Recording

Advanced Planning Webinar with Scott and Tony Recording

​

March 20 2024-  

Compliance Training and Guidance Session: Ensuring a needs-based insurance sale and Complaints, and the advisor’s role in resolution Recording

​

March 18 2024-  

Weekly Economic Update Recording

​

March 18 2024-  

Weekly Economic Update Recording

​

March 11 2024-  

Weekly Economic Update Recording

Money Monday Recording

​

March 6 2024-  

Manulife: Corporate Insurance Opportunities Recording

RBC: Corporate Estate Transfer Recording

​

March 5 2024-  

Canada Life: Corporate Insurance Opportunities Recording

Sun Life: Corporate strategies with a twist Recording

​

March 4 2024-  

Weekly Economic Update Recording

​

February 26 2024-  

Weekly Economic Update Recording

Advanced Planning Webinar Recording

​

February 12 2024-  

Market Monday Recording

Money Monday Recording

​

February 7 2024-  

Canada Life: Positioning personally owned whole life insurance Recording
IA: Power of PAR – from childhood to retirement  Recording

​

February 6 2024-  

Sun life: Personal Permanent Insurance Whole Life Recording

Manulife: Positioning Par Beyond the Numbers Recording

​

February 5 2024-  

Market Monday Recording

​

January 31 2024-  

QFS 2024 Kick-off Event Recording

​

January 29 2024-  

Market Monday Recording

Advanced Planning Webinar Recording

​

January 22 2024-  

Market Monday Recording

​

January 15 2024-  

Market Monday Recording

Money Monday Recording

​

January 8 2024-  

Market Monday Recording

 

2023

​

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 

​

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