Build your knowledge on practice management, industry trends and more. New this year, we’re offering extra sessions exclusively in Mandarin. Sign up for sessions on the Webinars page.
| Date | Language(s) | Topic 1 | Topic 2 |
|---|---|---|---|
| January 14 | English, French | How to get business placed more effectively | Beyond the basics: The importance of detailed and compliant Client notes |
| February 11 | English, French | Post-mortem planning with life insurance | Theme: Wealth |
| February 12 | Mandarin | Financial underwriting (Asian market) | |
| March 11 | English, French | Women - our story: a work in progress | The evolution of women’s health in underwriting |
| April 8 | English, French | Planning and protection for young families | Protect what matters most |
| May 13 | English, French | Mental Health and YOU | Sun Critical Illness Insurance (CII) for children |
| May 14 | Mandarin | Theme: Tax and estate planning | |
| June 10 | English, French | Buy-sell agreements: structures and considerations | Life insurance transfers: the ins, the outs, and the why |
Note: Topics and themes are subject to change.
Session times: 9:00 – 11:30 a.m. ET (French), 11:00 a.m. – 12:15 p.m. ET (Mandarin), 12:00 – 2:30 p.m. ET (English).
You have the chance to earn one to two CE credits per session.
Note: You need to pass a mandatory quiz for each session you attend to qualify for this incentive.
We’ll be announcing future topics in the spring!
Visit Webinars to register and view full session descriptions and accreditation details.
