- New insurance & wealth products.
- RBC wealth refresher, including top funds and contract tips
- RSP Strategies
- Market update & how RBC is positioning their portfolios.

Introducing IA’s New YRT UL & Illustration Software
• Join Jeny Yeung to discover IA’s new YRT UL & illustration software and how this product can meet your clients needs.
• 1 CE Credit

- IA’s new Savings & Retirement Platform; EVO Savings
- Hilda will walk us through the new platform, how it works and what features it has to offer
- 1 CE Credit Offered

New Merger Changes
• New, unique platform and changes regarding the upcoming amalgamation
• EVO review and changes • Simplify the Critical Illness conversation using IA’s flexible product options • 1.5 CE Credits

• Use this strategy to save taxes and cover their CI needs using the same solution
• The EHP concept is backed with more than 10 years of experience and top of the line documentation

 Launch of the new seg fund shelf: what this means for your and your clients.

 Now available: NSC option for funds

 Estate Protection Series

RBC Lunch & Learn:

• New insurance & wealth products.

• RBC wealth refresher, including top funds and contract tips

• RSP Strategies

• Market update & how RBC is positioning their portfolios.

• Capital Markets update: What economic factors shaped 2019 and outlook for 2020

• Sun GIF Solutions: Find out what makes our solution #1 in Canada

• Sun Life Tactical ETF portfolios: Launched 1 year ago and available in our Sun GIF Solutions, learn more about how our ETF portfolios:

• Seg & mutual funds

• Power of downside protection & active management in volatile times

• Highlighted Funds: Manulife Global Balanced Fund, Manulife Monthly High Income Fund and the Yield Opportunities Fund

• Launch of the new seg fund shelf: what this means for you and your clients

• Now available: NSC option for funds

• Estate Protection Series

• IA Life time income for older clients

• New F Series funds: Hold them in your client held account with IA

• What IA seg fund platform can offer your clients.

Corporate Legacy Builder Strategy

• Learn how Empire’s most popular concept can benefit your clients who own businesses by growing passive as-sets and/or surplus profits on a tax-deferred basis.

• See attached for more details

• 1 CE Credit

Manulife Financial:

Please joint us on Oct 30th with Grahame Black as he shares with us some different insurance opportunities in light of the new budget, what this means for your business and clients.

• The New Role of Fixed Income in a Portfolio

• Fixed Income Pool: Formerly only available as an institutional product and has a 7 year track record and 7B AUM

BMO LUNCH & LEARN:

 UL with the ART Rider- when & how to use it and how it compares to other BMO products

 Estate planning with clients and the importance of a will

 Market downturn– best solutions for different clients

 Highlight of BMO GIFs

Mackenzie Investments:

This will be a casual meeting with Reed to discuss some best sale practices & review RDSP accounts how they work and who can the most out of them. Come with questions and Reed will be happy to accommodate any other subjects that come up.

Value of Trusts and Seg Fund Products

 Meet Justin Ezekiel; Sunlife’s tax specialist, who provides advisors with tax, estate and retirement planning support

 Flexibility of Trusts & common avenues in which they provide value to individuals and business owners

 Seg funds used as a viable alternative in certain situations

Changing Insurance Needs:

Learn How IA & IAE products can add value to your clients changing insurance needs;

• New Career

• Marriage

• Children

• Estate and Legacy Planning

• 1 CE Credit

• Learn how to optimize your clients estate value with this unique concept

• Funds can pass tax free directly to beneficiaries out-side of their estate

• Guaranteed Life Protect product review

Finding Certainty in

Uncertain Times:

 Dividend Growth Investing

 Q4 Volatility & different ways to mitigate risk

 Updates TD’s Portfolio Managers have recently provided

• Introduction to SLI

• Product Lineup Review

• How to offer Life and CI to the “Hard to Insure” market

• 2 CE Credits

Canadian retail RI mutual fund assets increased from $8.26 billion to $11.07 billion (34%) over 2 years (2015 to 2017), and RI represents 50.6% of Canada's investment industry.1

Join us for a presentation with Impax Asset Management, portfolio manager of the Desjardins SocieTerra Cleantech Fund, and learn how integrating this fund into your practice will allow you to complement your current offer while distinguishing yourself from your peers.

• What is Simple Protect?

• How is it different from the regular e-app?

• What does the evolution of Simple Protect look like?

• Review Key Points

• Full service ETF provider (Smart beta, active, newly launched; passive, Multi-asset ETF portfolio)

• Lowest cost passive ETFs and 2 unique to Canada

• New actively managed ETF portfolios; Conservative Income, Core, and Growth (access to active management at a low cost)

Content:

• Fundamental Series (simplified product for injury & Illness) - NEW E-application!

• Disability coverage refresher—what to look for in your book of business

• YourTerm coverage - Great rates!

• Q & A session

Cascading life insurance: Synopsis: Approximately $1 trillion in

personal wealth will be transferred from one generation to the next

in Canada over the next decade. This means that many of your

prospective and existing clients will be looking for tax-efficient

strategies to pass their wealth to the next generation. For over 140

years, Foresters Financial has been helping Canadian families

reach their financial goals. This special session will provide a review

of the popular Cascading Insurance Concept and reveal the

added benefits of using Foresters whole life products to help your

clients transfer wealth between generations. You’ll learn practical

strategies that you can start using right away to help grow your

business.

Topics: Investment income Opportunities

• Seg Fund Sales Ideas

• GLWB product

• Annuities

Introduction of attendees:

• Explanation of BMO’s partnership with LifePlan

• What a referral looks like: (to include) Looking after your

• clients, communication, non-solicitation clause and compensation.

• Genworth topics: The importance of the Millennial vote, Vacancy/

• Speculation Tax need to knows.

• Q & A time and hopefully we will have a couple live examples

• to discuss with the group.

Please join Julius Ho from Assumption on, Wednesday, from 10:00 am to 11:00 am at the LifePlan Boardroom.

Topics:

• Bundling with Assumption: Bundling life & living benefits.

• SmartSeries—Offer the simplicity of a complete portfolio in a single fund that automatically adjusts the asset allocation.