Your Canada Life events: Register now – September 19, 2023
Submitted by Brett on September 19, 2023 - 8:00am
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PDF version | View in browser | Afficher dans le navigateur | |  | | | | | Every other week, you’ll receive this newsletter with information on upcoming events, how to register and where to find recordings of previous events. | | We’re committed to providing you with educational and development opportunities to help you and your business grow. |  | Events |
| | | | Last chance to register: Discussing life insurance with business owners | Join your peers on Sept. 27 at 1 p.m. ET for a webinar hosted by Steven McLeod, Director, Tax and Estate Planning Group, Canada Life. Steven will discuss a framework to use when you speak with business owners about life insurance, including how to identify insurance needs and opportunities.
Register now › |
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| | | | Missed Virtual Learning Academy’s sessions on Workspace and RESP? Don’t worry, we’re offering them again! | Don’t miss this opportunity to take these live sessions to learn the tips and tricks you need to efficiently run your business:
- Sept. 27: Intro to Workspace - Increase efficiencies in your business by learning how to properly use Workspace, centre of Canada Life's digitally enabled future. You’ll get a demo on how to navigate the tool, make client edits, review product and policies and access new tools and products.
- Oct. 11: Learn more about annuities - Explore different types of Canada Life income annuities, their unique features and how to design one that fits your clients’ needs. You’ll also get a demo of the annuity quoting software and how to submit an application.
The sessions’ live instructor will answer any questions you have in real time.
Register now! › |
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| | |  | On-demand recordings |
| | | | Watch: Portfolio Manager Connect Series webinar – Capital Group | Missed the live session on how to leverage the power of global equity? We’ve got you covered! Watch the latest webinar on demand* to hear from Capital Group’s Kathrin Forrest. You’ll hear about her team’s unique investment approach to identifying and capitalizing on growth-oriented stocks in global markets.
Watch now › |
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| | | CE accreditation and the timing of submission for CE Credits can vary by event. If applicable, CE credits will be issued 4-6 weeks (sometimes longer in certain cases) after the applications are sent to the various councils.
*CE accreditation for this on-demand event recording is pending approval. To receive CE credit, you must watch the recording and complete an assessment.
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