A Lineup of the Best Upcoming Events!
Submitted by Krishan on February 28, 2025 - 10:12am
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| March 11, 2025: Business Owner Needs and
Wage Loss Replacement Plan
Business owners face diverse financial challenges, from cash flow management to succession planning. This session will illuminate these key areas, empowering advisors to identify and address the unique needs of their business owner clients. Prospecting with Wage Loss Replacement Plans: Protecting a business owner's financial future is paramount. Wage Loss Replacement Plans offer crucial income protection in cases of disability or illness. Learn effective strategies to introduce and integrate these plans into your prospecting approach, providing tailored financial security for business owners. |
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March 18, 2025: Living Benefits Claims
Our presenters will guide financial advisors through living benefits claims, including both disability and critical illness insurance claims. This session will delve into the strategic importance of these areas, explore various underwriting, claims, and product solutions tailored for disability and critical illness insurance, and highlight key considerations for ensuring comprehensive coverage.
With their combined expertise, our presenters will provide valuable insights and practical advice on protecting the future of clients through well-structured insurance plans.
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April 3, 2025: Financial Planning Summit 2025
The highly-regarded Financial Planning Summit is back with:
- Exclusive insights to navigate key issues and future trends shaping financial planning in Canada
- Networking opportunities that help build a real, trusted network for meaningful collaboration and support
- Access to industry leaders who share actionable, lesser-known strategies from the best in the field
- CE credits to elevate your expertise and professional standing
Our aim with this flagship event is to outdo ourselves with rich, valuable sessions for professionals of our industry. Stay tuned for event agenda! Get your tickets and join us for a premium professional experience. |
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May 25, 2025: Advocis Pacific School 2025
Why do you do what you do? Discover how defining your purpose can elevate your practice. Get ready for Pacific School 2025 and let your ‘why’ lead the way! |
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Check out our Eventbrite page for more upcoming Advocis Greater Vancouver events!
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Questions:
If you have any questions or concerns regarding this communication, please reach out to the Advocis Greater Vancouver chapter at GreaterVancouver@advocischapter.ca |
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