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Resources

Advocis understands the need for advisors to have advanced knowledge in order to provide competent advice for complex client issues.
Our Resources are designed to offer you this additional support towards niche areas.

National Webinars

National Webinar - The Essentials of Estate Planning (Part 2)

National Webinar - The Essentials of Estate Planning (Part 1)

National Webinar - Making 2023 Your Best Year Ever

National Webinar - A Deeper Dive Into Philanthropic Strategies

National Webinar - The New Philanthropy

National Webinar - The Basics of Buy Sells - Part 2

National Webinar - The Basics of Buy Sells - Part 1

National Webinar - Long Term Care Client Conversations

National Webinar - Double Defence (Extended Version) - Cybersecurity Through Insurance and Technology

National Webinar - Digital Transformation for Homebuyers

National Webinar - How COVID Changed Estate Planning Attitudes

National Webinar - Strategies for Advisors to Assist Clients with Philanthropy

Risk Management

Ellen Bessner - Best kept secret about KYC

Ellen Bessner offers a reminder that Advisors often ignore this important know-your-client item to their detriment.

Ellen Bessner - Don't let client preferences come before your legal obligations

Ellen Bessner offers a reminder to advisors that, despite the pandemic, complying with regulatory and legal obligations must always come first.

Advisor at Risk - Podcast interview with Ellen Bessner about protecting yourself against litigation risk and reputation risk) INCLUDES 1 ETHICS CE

How advisors can protect themselves from E&O claims

Client Conversations

Beneficiary Designations

Client Finance Fundamentals Guide

Financial Advisors and Planners can order a word copy of this guide to provide to their clients and customize with their own information from Advisor Research Group Ask for your discount as an Advocis member.

Charitable Donations of Life Insurance - Guidelines for Canadian Advisors

This set of documents has been designed to assist donors, charities, insurance advisors and life insurers with the donation of life insurance policies to Canadian charities. Please note that this edition contains guidelines for an advisor audience.

Charitable Donations of Life Insurance - Guidelines for Canadian Donors

Donor Attraction Strategies for 2021

Betty-Anne Howard offers thoughts on how financial advisors can work more effectively with clients around planned giving to help them understand how it can provide the impact and the ROI they desire.

Are Gen X and Y overconfident about reaching financial goals?

James Langton writes about how purchasing a home, funding higher education and saving for retirement will prove challenging for both generations

Help your clients make better decisions

A helpful article by Susan Silma on how behavioural economics provides a framework for advisors to help direct clients to make decisions consistent with their long-term goals.

Estate Planning Checklist - Courtesy of Advisor Research Group

Client Retirement Needs Assessment - Courtesy of Advisor Research Group

What your clients should include in their personal continuity plan

Are You Crisis Ready? Podcast with Laurie Martin and Cindy Marques

Your clients should feel valued

Working with grieving clients

Get more from your discovery meetings

Singles: A growing demographic

Focus on making philanthropy personal

Your clients and mental health

Teaching your children about money

Chronic Disease & Aging

Infinite Discovery Blog

Diversification

This animated video on diversification provided by HeyAdvisor explains why it’s important for your clients not to “put all their eggs in one basket”.

Life Insurance

This animated video provided by HeyAdvisor helps your clients understand the benefits of life insurance and outlines the difference between term and permanent insurance.