April 30, 2024
12 pm - 1:15 pm ET
1:15 pm - 2:30 pm ET
We're glad to inform you that the third-party outage is now resolved. Due to this outage, some of Sun Life’s systems, business teams and external providers experienced disruption. This disruption limited our access to emails as well as the ability to process new insurance applications and other administrative requests. As a result, we’re now ramping back to full operational service over the next few days. We apologize for any inconvenience this might have caused. Again, we thank you for your patience and understanding.
April 30, 2024
12 pm - 1:15 pm ET
1:15 pm - 2:30 pm ET
Topic 1: Aging and incapacity: are you ready for the silver tsunami?
Topic 2: Family legacy conversation - becoming the trusted family advisor
CE Credit Eligible
Aging and incapacity: are you ready for the silver tsunami?
For the first time in history, seniors make up a bigger share of Canada’s population than children. Our aging population and increased life expectancy means advisors must be prepared to accommodate the unique needs of this growing client segment, understand capacity and decision making and help clients age with dignity.
Jurisdictions | # of Credits | Type of Credit |
---|---|---|
Alberta Insurance Council (AIC) | 1 | Life and A&S |
Insurance Council of British Columbia (ICBC) | 1 | Life and A&S |
Insurance Council of Manitoba (ICM) | 1 | Life and A&S |
Financial Services Regulatory Authority - Ontario (FSRA) Autorité ontarienne de réglementation des services financiers (ARSF) |
1 | Life and A&S |
Institut de Planification Financière | 1 | SC |
Chambre de la sécurité financière | 1 | Compliance |
Insurance Councils of Saskatchewan (ICS) | 1 | Life and A&S |
FP Canada | 1 | Financial Planning |
CIRO, Investment Dealer Division (Cycle 9) OCRI, Division des courtiers en valeurs mobilières |
1 | Compliance |
CIRO, Investment Dealer Division (Cycle 10) OCRI, Division des courtiers en valeurs mobilières |
1 | Compliance |
CIRO, Mutual Fund Division OCRI, Division des fonds communs de placement |
1 | Business Conduct (Ethics) |
The Institute (Advocis) - IAFE | 1 | Ethics |
Family legacy conversation - becoming the trusted family advisor
The great wealth transfer is happening now. Are you facilitating family wealth conversations with clients and their loved ones? Learn how to differentiate yourself, extend generational reach and build a sustainable practice through family conversations, positioning yourself as the trusted family advisor.
Jurisdictions | # of Credits | Type of Credit |
---|---|---|
Alberta Insurance Council (AIC) | 1 | Life |
FP Canada | 1 | Financial Planning |
CIRO, Investment Dealer Division (Cycle 10) OCRI, Division des courtiers en valeurs mobilières |
1 | Professional Development |
Insurance Council of Manitoba (ICM) | 1 | Life and A&S |
CIRO, Mutual Fund Division OCRI, Division des fonds communs de placement |
1 | Professional Development |
Financial Services Regulatory Authority - Ontario (FSRA) Autorité ontarienne de réglementation des services financiers (ARSF) |
1 | Life and A&S |
Chambre de la sécurité financière | 1 | General |
Insurance Councils of Saskatchewan (ICS) | 1 | Life and A&S |
The Institute (Advocis) - IAFE | 1 | General |
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