| | The evolution of products and services in a post COVID-19 economy The COVID-19 pandemic has been one of the greatest health crises in modern history. As consumers pivoted and adopted new habits, businesses wondered whether these changes, which accelerated trends already in motion, would be fleeting or permanent. So, what are your strategies to respond to these behavioural changes? What influence has COVID-19 had on service preferences, loyalty and attitudes toward homeowners, life, and retirement products? Is there a need for you to adapt your approach now to strengthen the bond with your clients and emerge from the crisis ahead of others? Join us for this 4-part webinar series that will provide you with insight into customer expectations and the awakened need for insurance and financial advice. expectations. Be sure to register for each session separately. |
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| Join us as we share research and insights into how consumer behaviour has shifted. We’ll help you explore growing trends in the economy that may uncover potential new customer segments for you. And finally, we’ll help you navigate a COVID-19 world with insurance strategies, product solutions and services that will bolster your offering and deliver on new client expectations in this post-crisis world. |
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Date: Tuesday, Aug. 31, 2021 Time: 1:30 PM EST Duration: 60 minutes Host: Jasen Allen |
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| Post-COVID-19 business insurance strategies by Jos Herman |
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Back by popular demand, join Jos and Adeline, as they walk advisors through Insurance Planning for Business Owners. Jos and Adeline will discuss the impact of COVID-19 on small businesses and how it has affected their business insurance strategies. |
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Date: Tuesday, Sept.14, 2021 Time: 1:30 PM EST Duration: 60 minutes Hosts: Jos Herman & Adeline Thomson |
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Meet our new fund manager: GQG Partners |
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Fill your Global Equity quill with our newest fund offering: GQG Partners Global Equity GIF. Attend our latest investment webinar to learn about what sets GQG partners apart and how they may just have something to fill that gap in your preferred fund list! |
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Date: Tuesday, Sept. 28, 2021 Time: 1:30 PM EST Duration: 60 minutes Hosts: Brian Kersmanc & Geoffrey Mo |
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| Global investment strategy with CI and estate planning with SSQ PWM |
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Are you looking to diversify your Global Investment Portfolio offering? join us as we continue to offer direct access to our fund managers and introduce our new specialty fund CI Global Real Estate GIF. As an added bonus, we’ll talk about SSQ Private Wealth Management offer and how this may help to offer both your younger and older clients great investment options at a reasonable price. |
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Date: Tuesday, Oct. 12, 2021 Time: 1:30 PM EST Duration: 60 minutes Hosts: Kate MacDonald & Shant Menasian |
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| Obtain your CE credits by attending the entire presentation. |
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| These training activities are currently being accredited and your certificate of attendance will be sent to you shortly after the presentation takes place. |
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