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Webinar w/BMO

October 14 @ 10:00 am - 11:30 am

Investments: More for you, More for your clients & The BMO Advantage

Investments: More for you, More for your clients

  • Market Update in this new reality
  • Build higher retention for clients navigating today’s new reality
  • The only 100/100 GIF offering that includes automatic monthly resets
  • Introducing two mutual funds to the GIF offering:  Concentrated Global Equity & Concentrated Global Balance

The BMO Advantage
A session that will be focused on showcasing our strengths at BMO Insurance.  The subjects we will be touching on include our ART Rider – a unique strategy which offers a cost-effective solution for older clients. We will also be sharing alternative strategies to help you integrate more value-added solutions your client (showcasing our WL plan now available in an Estate and Wealth solution).

Pre-Register for the WebinarHERE – Sales Ideas & Updates- October 14 @ 10am-11:30am

Please join the meeting 5 minutes before the start of the session.

1 credit, insurance of persons  (ON & QC)


presented by:

Caroline Yong, Business Development Manager, Segregated Funds & Annuities

David Hsu, Director, Regional Sales, BMO Global Asset Management

Faiza Bhatti, Business Development Manager

bilingual presentation

Details

Date:
October 14
Time:
10:00 am - 11:30 am

Organizer

Copoloff Insurance
Phone:
514-731-9605
Email:
szerdok@copoloff.com