

ADVANCED LARGE CASE TRAINING Tax & Estate Planning | Advanced Underwriting with Manulife
You’ve been selected for an exclusive, in-person training designed to deepen your understanding of advanced large-case strategies and strengthen your ability to navigate more complex client cases.
This focused session will cover key areas including tax planning, estate planning, and advanced underwriting, with insights and practical guidance from Manulife.
This is a valuable opportunity to learn, ask questions, and gain deeper insight into strategies that can help you better serve clients with more complex financial needs.
Event Details
📅 Friday, October 9, 2026
⏰ 9:00 AM – 1:00 PM
📍 Manulife Headquarters, Downtown Toronto
WE ONLY 25 ADVISORS
Travel & Accommodation
Participants are responsible for making their own flight and accommodation arrangements. Please take this updated date and timing into consideration when making your travel plans.
Further details and updates will be communicated as they become available.
Come prepared to learn, engage, and take your large-case knowledge to the next level.