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935 results found.
891
peter a. wouters,, rfg, aiaa, arp, tep, flmi, rhu, cfp, clu, chfc, acs, cpca, alhc, chs, epc, afsi director, tax, retirement & estate planning services peter is a well-respected, much sought after speaker and subject matter expert in tax, retirement and estate…
Last Updated2024-01-24
892
estate planning material, solution 100 case study: a flexible solution to leave a legacy term to 100 case study: estate planning for business owners insured annuity ageless investing with empire life guaranteed investment funds 75/100 executor checklist the family cottage:…, retirement planning, protecting your retirement with ci protect plus protecting your rrsp when critical illness strikes, gift planning material, donating capitol property to charity offering charitable gift and estate insurance strategies planned giving diverting tax dollars to charity, business material, shared ownership worksheet business-corporate life insurance needs analysis business asset liquidation values business self assessment should we have a business buy-sell agreement? should your buy/sell agreement be funded with life insurance?…, miscellaneous material, 2024 financial facts @your fingertips (inv-2289) quebec 2024 financial facts @your fingertips (inv-2318) year end planning tips now to dec. 31, 2023 investment income and taxes first home savings account (fhsa) 2023 federal budget at your fingertips…, individual pension plans, individual pension plan - brochure individual pension plan - checklist, sequence of returns risk; when order leads to disorder article series, order to disorder series 1 of 7: the risk of longevity order to disorder series 2 of 7: rate of return and impact on accumulation vs. withdrawal periods order to disorder series 3 of 7: when did you get on the rate of return cycle order to…, covid-19 resources, cerb infographic (inv-2847) cecra infographic (inv-2848) ceba infographic (inv-2850) cews infographic (inv-2851)
Last Updated2024-01-22
893
the best practices handbook is a compilation of rules, procedures and guidelines relating to distribution compliance and market conduct.
Last Updated2023-12-06
894
the proceeds of crime (money laundering) and terrorist financing act was introduced to aid in the detecting and deterring of money laundering and the financing of terrorist activities. advisors, as well as insurance companies, have certain…
Last Updated2023-12-06
895
to strengthen consumer protection, more regulators are introducing title protection rules. these rules are being introduced to promote consistency and professionalism. it is important that you understand the title requirements for the…
Last Updated2023-12-06
896
the autorité des marchés financiers (amf) recently released a practical guide for the financial services industry – protecting vulnerable clients. this guide outlines possible courses of action to follow to help clients protect themselves if…
Last Updated2023-12-06
897
advisors should have a documented complaint handling policy in place to ensure complaints are handled in a fair and timely manner. having a documented complaint handling policy is an industry requirement and a mandatory requirement for advisors…
Last Updated2024-01-24
898
"serving clients through needs–based sales practices". this industry initiative summary outlines six elements of needs-based selling that should be used to assess and reinforce your own sales practices. reference information compliance quick tips to…
Last Updated2024-01-24
899
compliance, find information and ce accredited webinars below to help you stay compliant. it is your responsibility to ensure your practice is up-to-date and that you are compliant with all industry and regulatory requirements. advisor compliance library…
Last Updated2024-01-22
900
compliance continuing education on demand, top picks for you, conflict of interest this presentation reviews what is considered a conflict of interest; industry and regulatory requirements and expectations; how conflicts can arise and how to avoid and manage conflicts of interest. 1 ce/pdu credit presented by…
Last Updated2024-01-22