Events & Webinars
Upcoming Conferences
May 15-17, 2024
Connections 2024
In-Person for Life, Annuities, and Wealth Management
Omni Orlando Resort | ChampionsGate, FL
Webinars
Enhancing Your Protection Offering with HSBC
Tuesday, 23 April 2024 at 11am
Join us for an insightful webinar with HSBC.
Join us for an insightful webinar with HSBC.
Webinars
SolutionBuilder & CIExpert
This webinar is offered monthly at 11am. Choose the date that works best for you!
To understand how the integration between SolutionBuilder & CIExpert works and understand how CIExpert’s assessment works.
To understand how the integration between SolutionBuilder & CIExpert works and understand how CIExpert’s assessment works.
Webinars
Income Protection Options
Tuesday, 16 April 2024 at 11am
To understand the options when sourcing income protection.
To understand the options when sourcing income protection.
Webinars
Family Income Benefit – Overview
Monday, 22 April 2024 at 2pm
Find out more about family income benefit and how you can source this through SolutionBuilder.
Find out more about family income benefit and how you can source this through SolutionBuilder.
Webinars
SolutionBuilder Whole of Life Case Study – How To
Wednesday, 24 April 2024 at 2pm
New to SolutionBuilder and want to go through the basics of producing a Single Benefit Whole of Life quote? Look no further, this is the webinar for you.
New to SolutionBuilder and want to go through the basics of producing a Single Benefit Whole of Life quote? Look no further, this is the webinar for you.
Webinars
Critical Illness Versus Income Protection
Tuesday, 30 April 2024 at 11am
To understand the different purposes of Critical Illness Versus Income Protection.
To understand the different purposes of Critical Illness Versus Income Protection.
Webinars
Future Protection for the Younger Generation
Tuesday, 14 May 2024 at 11am
To understand how Gen Z Clients are the clients of today and for the future; utilising data and technology including iPipeline to help advisers access this market.
To understand how Gen Z Clients are the clients of today and for the future; utilising data and technology including iPipeline to help advisers access this market.
Webinars
SolutionBuilder Hints & Tips & Ask the Trainer
This webinar is offered multiple times on the second Wednesday of each month. Choose the date that works best for you!
Webinars
Assureweb Versus SolutionBuilder
Wednesday, 15 May 2024 at 2pm
Still using Assureweb and want to explore the differences between Assureweb and SolutionBuilder? This webinar will show you why SolutionBuilder is the preferred protection sourcing system for many advisers.
Still using Assureweb and want to explore the differences between Assureweb and SolutionBuilder? This webinar will show you why SolutionBuilder is the preferred protection sourcing system for many advisers.
Webinars
Proving the Value of a Policy to Your Clients & Compliance in SolutionBuilder
Monthly at 10am or 11am (times vary). This webinar is offered several times, choose the date that works best for you!
Join iPipeline & Protection Guru on this 45 minute webinar on how to Prove the Value of a Policy to your Clients & Compliance.
Join iPipeline & Protection Guru on this 45 minute webinar on how to Prove the Value of a Policy to your Clients & Compliance.
Webinars
SolutionBuilder Single Benefit Case Study – How To
Join us every Tuesday morning at 11am for an overview of sourcing Single Benefit quotes via SolutionBuilder.
Webinars
SolutionBuilder Multi Benefit Case Study – How To
An overview of sourcing Multi Benefit quotes via SolutionBuilder On Demand.
Watch On Demand