May 13, 2021
Wealth Professional Canada: Hot List 2021
Wealth Professional Canada – Digital Magazine (May 2021) Thank you to Wealth Professional Canada for …
Monthly Archives: May 2021
May 13, 2021
Edition 29 – Ginny O’Leary
Conversation Ideas for Living Benefits In this edition of Coffee Talks, Ginny O’Leary, National Living Benefits Sales Consultant, Individual Insurance Sales at Manulife provides straightforward and proven ideas on how to open conversations about Living Benefits, establishing a process when needs are identified, and working through customized options for personal and corporate solutions. 0
May 11, 2021
Nominees Announced for the 2021 National Magazine Awards: B2B
National Magazine Awards: B2B Advocis is pleased that our September 2020 issue of FORUM Magazine …
May 5, 2021
Simply the Best: How Financial Advisor Designations Can Affect Customer Experience
Jennifer Kuta, Caldwell Investment Management Ltd. It is important for your prospective clients to know …