Franklin Martin Currie Improving Society Fund
Fund Launch Webinar
The Everest Academy
Day 1: Everest 101 – Everest Overview
Tuesday, October 17, 2023, at 2 pm (PST) / 4 pm (CST) / 5 pm (EST)
Who is Everest and Why Everest?
Product Offerings – with our insurance partner, ivari
Day 2: Everest 102 – Agent Website & E-App
Thursday, October 19, 2023, at 2 pm (PST) / 4 pm (CST) / 5 pm (EST)
Agent Website Walkthrough
How to Submit an Electronic Application
Zoom ID: 843 6643 5847 PW: everest
https://us06web.zoom.us/meeting/register/tZAuce-srT4iHtNg6NKO2ssyV_OwXAWUyzlj
Day 3: Client/Prospect Seminars
Monday, October 23, 2023
Two Times available and open to all! You can attend one or both.
Great opportunity for agents to invite existing Everest Clients, their designees, agents, and prospects.
Consumer Awareness Seminar
Client Website Walkthrough
Option 1: 4 pm PST/ 7pm EST
Zoom ID: 843 6643 5847 PW: everest
https://us06web.zoom.us/meeting/register/tZEldOChpjgrGNZceKpIWP1P9I67A8gxKYhQ
Option 2: 6 pm PST/ 9 pm EST
Zoom ID: 831 9146 2251 PW: everest
https://us06web.zoom.us/meeting/register/tZcsfuisqDkoH9Xqro6JZ1Vrh_X1LHUXto_T
What is an FHSA?
An FHSA is a tax-free savings account designed to help future homeowners save for the purchase of a qualifying first home in Canada.
Combining the advantages of an RRSP and a TFSA, the FHSA gives you a deduction that reduces your annual taxable income and allows you to generate tax-free returns. You can then use the accumulated funds to finance the purchase of a first home without having to pay taxes on withdrawals, and without having to repay the amounts withdrawn from the FHSA.
Eligibility criteria
• Must be a Canadian resident.
• Must be of legal age in your province of residence.
• Must be under 71 years of age as of December 31 of the current year.
• Must not have lived in a qualifying home in Canada that you or your spouse owned during the part of the calendar year preceding the opening of the FHSA or during the preceding four calendar years.Contribution deadline
The FHSA contribution deadline is December 31 of each year. Unlike with the RRSP, you cannot contribute to your FHSA until the following March 1.Contribution room
You can contribute up to $8,000 per year to your FHSA, for a maximum of $40,000 during your lifetime.
You can also carry forward up to $8,000 of unused contribution room from one year to the next, for a maximum annual contribution of $16,000.
DYNASTY LIVE
EVERY MONDAY, WEDNESDAY AND FRIDAY AT 09:15 AM (MST)
Zoom ID: 4374021831
https://us02web.zoom.us/j/4374021831
Password: WFGhelps
ALSO CHECK OUT THE RECORDED VIDEOS ON
TRAVELANCE
CALGARY
IN-OFFICE TRAINING - ALBERTA
Every Tuesday and Saturday in our office.
TUESDAYS / 06:00 PM (MST)
SATURDAYS/ 10:00 AM (MST)
OUT OF TOWN AGENTS - ACCESS LINK
Zoom ID: 8392369892
https://us02web.zoom.us/j/8392369892
PASSWORD: wfg
TORONTO
IN-OFFICE TRAINING - ONTARIO
Every Tuesday and Saturday in our office.
TUESDAYS / 07:00 PM (EST)
SATURDAYS/ 11:00 AM (EST)
OUT OF TOWN AGENTS- ACCESS LINK
Zoom ID: 7809372372
DRILL FOR SKILL - KINGDOM
Master your skill to build your business as Big and Strong as you want. These classes are focused to help you learn about products providers, WFG systems, how to build plans of insurance, investments, disabilities, etc.
WEDNESDAY / 12:30PM (MST) - 2:30PM (EST)
ZOOM ID: 286 468 3060
https://us02web.zoom.us/j/2864683060
PASSWORD: kingdom
PRODUCT PROVIDER
Stay up to date with these special classes, where we are trained by representatives of the best product providers.
THURSDAY / 11:00AM (MST) - 01:00PM (EST)
OUT OF TOWN AGENTS
Zoom ID: 8392369892
https://us02web.zoom.us/j/8392369892
PASSWORD: wfg
Commercial Insurance Session
Tuesday, October 10 / 6:00 p.m. – 7:00 p.m. EST
Individual Health Benefits 1 CE Credit Session
Wednesday, October 11 / 1:00 p.m. – 2:00 p.m. EST
Employee Group Benefits 1.25 CE Credits Sessions
Thursday, October 12 / 1:00 p.m. – 2:00 p.m. EST
Thursday, October 26 / 6:00 p.m. – 7:00 p.m. EST
Home & Auto Session
Wednesday, October 18 / 1:00 p.m. – 2:00 p.m. EST
Pets Plus Us Session
Tuesday, October 24 / 1:00 p.m. – 2:00 p.m. EST
National Program Training Session – Shannon Murphy
Wednesday, October 25 / 6:00 p.m. – 7:00 p.m. EST
WFG/Aon Program Portal - Pet Insurance Referral Program | Aon