THE 360 NEWSLETTER
Trying to find the right coverage for your clients? Since insurance needs change over time, a Term/Perm blend of coverage might be the right fit for your client and their family. Click below to learn more and share with your clients.
Also in this issue
- FHSA – Availability in Univeris and New Client Article
- Investia Intermediary Transfer Program
- Reminder – Continuing Education (“CE”) Requirements
- Updated Investia Relationship Disclosure Information Document (RDID)
- Office Closure on Friday, April 7, 2023
- Wealth Professional Awards 2023 – Nomination of Investia Representative
- Live Training Webinar – Replay Link, Reference Material & Survey
- The Chronicles of our Cyber-Experts