Enhancing the professionalism of financial advisors in the best interests of the consumer

Event information for Durham Region

 Event Detail
Organized by: Chapter     
Event Title: U5 Event - Rescheduled to the New Year  Event Type: Seminar 
Start: 11/21/2019 End: 11/21/2019 Start Time: 5:00 pm End Time: 7:00 pm

Let the Regulators Help Grow Your Business in 2019 and Beyond. - Presented by Fraser Campbell,  Regional Sales Director, Desjardins Insurance

As we are aware, gone are the days of the " Napkin Needs Analysis " and offering only one product as the solution, then moving on to find our next clients.

With the increased requirements such as client FNA’s, recommendation requirements and Reason Why Letters, see how Desjardins Insurance product line up lends itself to offering multiple risk protection products, in one convenient client solution, thus growing your revenue and satisfying the regulators.

Please note this session is NOT part of our annual chapter meeting passport.

CE Credits:  
Location Drums N Flats
60 Randal Drive
Ajax, ON L1S 6L3
Contact Jodi-Lynn Rees

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->   1/24/2019     
For Member: $ $10.00 $   
For non-member: $ $10.00 $