| Hidden GemsDon’t miss the Discovery Series Season 3 Finale! Join the festivities and learn more about advisor best practices looking forward to 2023 that includes prospecting, referral strategies, sales approaches, sales tools, practice management, and more. (1 hour) | Key speakers & guestsChantal Gagné, Vice-President, Individual Insurance Division Desjardins |
| Ask the AccountantJoin Andrew Smith, CPA, CA in an interactive episode where he will be answering your burning accounting questions. Also, learn more about Andrew's inspirational journey with critical illness and how partnering with an accountant can help you grow your business. (1 hour) | Key speakers & guestsAndrew Smith, CPA, CA |
| Remembrance Day SpecialJoin our guest speaker in a candid conversation about how his military experience shaped his career as an advisor and helped him understand the needs of his military clients and families. (1 hour) | Key speakers & guestsBill Clunas, CFP, FMA, EPC, CD |
| The Winning CaseThis in-depth conversation about a winning 5 PAY Participating Whole Life case. Learn about the case profile, pain points and how he leveraged client experts to win this case! (1 hour) | Key speakers & guestsVijai Krishnaswamy & Gary Fader |
| Live Long & ProsperJoin us for a conversation about the first-ever GUARANTEED 5 PAY Par Life. Learn about different sales approaches and how 5 PAY Par life brings the “sleep well factor” to clients. (1 hour) | Key speakers & guestsAngie Lau, B.com, Erin Meisner, & Joanne Kudakiewicz |
| Ignite 5 PAY Par Join industry leaders to learn more about dynamic sales approaches and ignite your 5 PAY Par life sales! (1 hour) | Key speakers & guests Brigit Cuzen, Marco Levesque (MDRT), Alyssa Anderson (MDRT), Sue Lee (MDRT), Patty Vigna, & Tyler Smith |
| The First-Ever GUARANTEED 5 PAY Participating Whole Life in Canada!Finally, a 5 pay participating whole life that offers
low-maintenance, stability and guarantees. This can help secure your clients' and their families future even faster. The sooner they stop thinking about insuring their life, the sooner they can start enjoying living it! (1 hour) | Key speakers & guestsRehan Bhanji, Mathew Smith, & David Lee |
| Circle of LifeJoin us for an interactive episode about sharing best practices on hunting for opportunities in acquired/ inherited books of business. Learn how being the protector of clients and being the heart for your clients leads to opportunities. (1 hour) | Key speakers & guestsMario Raso & Luisa Hrysio |
| K.A.$.H (Knowledge, Attitude, Skills, Habits) for LifeHave you ever wondered how your peers moved into the professional market space? Join us and discover how our guest speakers work their existing book of business to cross sell into the professional market by using a dynamic sales approach. (1 hour) | Key speakers & guests Fazaad Bacchus, MBA, EPC, RIS, (MDRT) & Akaash Kalra, (MDRT) |
| Reverse Engineer the Corporate EstateNow that you’ve learned about the Family Estate, discover how you can also succeed in the corporate market! (1 hour) | Key speakers & guests Mehul Gandhi, CFP, CLU, TEP & Amanda Doucette, EPC |
| Reverse Engineer the Family EstateDiscover how “curiosity” can be the gateway to success with your clients. Learn about winning strategies that will help set you apart. (1 hour) | Key speakers & guests Mehul Gandhi, CFP, CLU, TEP & Dawit Hamilton, BA, CFP, CLU, CHS, TEP |
| Leaving a Lasting Legacy Using PARDiscover how you can help your clients leave a lasting legacy by positioning PAR Life in your conversations. (1 hour)
| Key speakers & guestsJayson Traynor, CFP & John Saikaley |
| Optimizing your Digital ProspectingIn today’s digital world, keeping up with best practices is more important than ever. This episode will highlight how you can take advantage of resources available at your digital fingertips! (1 hour)
| Key speakers & guests Domenic Ali, Simran Saini, CHS, Jaqueline Soong, CFP, CLU, Cindy Marques, CFP & Nilani Chelliah, CLU, CHS |
| 5 Dimensions to Prospecting the Perfect ClientAre you looking for a unique approach to prospecting? If so, join us for this episode and discover how you can learn new “tools of the trade” to help grow your business. (1 hour)
| Key speakers & guests Amy Tong, CLU, CHFC,CHS & Tero Huang, CHS |
| Be the Beacon for your Business ClientsLearn an interesting perspective on prospecting, giving back to charity, and positioning key products to help you grow your business. (1 hour)
| Key speakers & guests Vince Pothier & Dan Lomas |
| Using PAR Life to Grow your Money TreeLearn how you can use PAR Life as a strategy with your clients looking to achieve the retirement of their dreams. (1 hour)
| Key speakers & guests Prasoon Srivastava, CLU, CHS & Aris Christodoulou |
| 360° View on Insuring your RetirementDon’t miss the start of the Discovery Series in 2022. In our first episode, we’ll dive deep on the different sales approaches on how you can position “Optimizing Retirement” using Life & Health Insurance solutions. (1 hour) | Key speakers & guests Eric Chevrette |
