On Demand Webcast Agenda - Part 1:

Want to learn more about this On Demand Webcast? Check out Part 1 of the  overview! Combined presentation time: 8h

On Demand Webcast Agenda - Part 2:

Check out Part 1 of the overview! Combined presentation time: 7h

How to Earn Your CE Credits?

This is a simple 3 step process 1. Watch all 15 presentation videos 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this OD Webcast:

* FP Canada - TBD * Advocis - 13 IAFE Approved & 2 Ethics credits * MFDA - TBD * CSI - TBD * AIC - TBD * FSRA - 15 FSRA Approved credits * ICS - 15 Life Insurance credits * ICM - 15 Life Insurance credits & acceptable to many other organizations.

Curriculum

18 Chapters · 53 Lessons

  1. 1

    2025 Jade Edition On Demand Webcast - 15 CE Credits

    1. (Included in full purchase)

      Jade Edition OD Webcast Overview

    2. (Included in full purchase)

      The Rules Governing CE Credits

    3. (Included in full purchase)

      Welcome to Part 1

  2. 2

    1 - CHIP Reverse Mortgage Trends & Opportunities, Pattie Lovett-Reid & Andrew Cairns, HomeEquity Bank

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  3. 3

    2 - Opportunities for Sales in Canada's Fastest Growing Market, Jeff Simmons, Canada Protection Plan Foresters

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - Segregated Funds: Get the Empire Life Advantage, Ian Kerr, Empire Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  5. 5

    4 - Compliance Pillars, Gabriel MacCausland-Sirois, GMS Consulting

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

    4. (Included in full purchase)

      Break Time

  6. 6

    5 - Participating Life Insurance is a Unique Asset Class, Subhastin Kharag, Equitable

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  7. 7

    6 - Success Formula for Thriving Companies, Kevin Brady, Advica Health

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  8. 8

    7 - The Pillars of Disability Insurance, Jason Allen, Beneva

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  9. 9

    8 - Building a Financial Plan: The Preventable Risks, Larry Hoover, BrokerLink

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

    4. (Included in full purchase)

      Break Time

  10. 10

    Welcome to Part 2

    1. (Included in full purchase)

      Welcome to Part 2

  11. 11

    9 - Tax Savings & Wealth Accumulation for Business Owners & Professionals, Clark Steffy, Canadian Benefits Associates

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  12. 12

    10 - Funding the Future: The Power of a Financing Arm in your Practice, Patrick Gill, Guardian Mortgages

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  13. 13

    11 - How to Increase Your Insurance Book of Business, Perry Wong, Juggernaut Financial

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  14. 14

    12 - Real Estate Transitions in the Aging Years, Marc Séguin, Advocacy in Aging

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

    4. (Included in full purchase)

      Break Time

  15. 15

    13 - Are Your Clients Ready for Retirement, Santo Filice, RBC Insurance

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  16. 16

    14 - Workplace Conflict and Human Rights: A Risk Perspective, Jennifer Mak, JMAK Consulting

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  17. 17

    15 - More Estate Planning Gems, Jim Kibble, Ontario Estate Consulting Solutions

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  18. 18

    Congratulations

    1. (Included in full purchase)

      Congratulations

Alan Hoffman

About your MC: Alan Hoffman

Alan began his career in 1996 as a Financial Advisor with London Life. Since 2012, Alan Hoffman and CE-credits.ca has been working to create Continuing Education that actually provides Canada’s Financial Advising community with content that is truly relevant and useful within their practices. Through CE-Now.ca, they provide advisors with easy on demand access to earn their CE Credits the way they prefer, through webcasts, bundles, theme packs, and a library of over 500 presentations to learn from.  Today, CE-credits.ca is the #1 CE Provider in Canada.

NEW! 2025 Jade Edition  On Demand Webcast

Don’t miss out! Join the 2025 Jade Edition On Demand Webcast. Earn 15 CE Credits on your schedule, anywhere, on any device. Click “Start Webcast Now” to register and elevate your expertise!

$235.00

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