Assuris is the not for profit organization that protects Canadian policyholders if their life and health insurance company fails. This session will focus on how Assuris protects policyholders, should a member life and health insurance company fail. It also explores different “real-life” scenarios on how Assuris’ protection is applied and will provide you the tools to be better informed and to advise your clients that is the unexpected happens, they are protected. It is developed to help financial advisors gain knowledge about Assuris and its protection to reassure policyholders and give them peace of mind, both at the point of sale and in the unlikely event a life and health insurance company fails. By attending the Assuris session, financial advisors will: • Understand how Assuris protects Canadian policyholders • Understand how protection is applied to life and health insurance benefits • Be able to describe to policyholders, in simple terms, how Assuris protects their benefits • Be able to calculate Assuris protection for different product benefits • Be equipped to provide policyholders with appropriate sources of information, as well as know where to turn to get additional information if required.
Our presentation will cover book successions to established advisors, those with strong track records of gathering and retaining assets. Established advisors will not only provide competent advice, but also of great importance, they will inspire confidence in clients. As digital alternatives continue to grow and the industry becomes ever-more crowded, inspiring confidence through communication, persuasion and putting people at ease, what some call “just sales,” is becoming more valuable than it has ever been before. Loyal clients place their trust in their advisors for decades and advisors can repay that loyalty and trust by securing successors with the strongest track records of building practices, creating value and inspiring confidence. Putting clients first means putting yourself first too. The most successful succession advisor will provide an optimal succession experience and outcomes for your clients, and that same successful advisor will provide the strongest transition terms for you.
In today’s rapidly evolving world, access to quality medical care is of the utmost important. Best Doctors Canada Insurance is renowned for its comprehensive coverage and a network of world-class medical professionals. We have organized an informative session to introduce you to the exclusive features and advantages of Best Doctors Canada Insurance Global Medical Care. During the session, you will have the opportunity to: 1. Gain a comprehensive understanding of the insurance plans available, designed to provide global medial coverage, including emergency care, specialist consultations, hospital stays, and more. 2. Explore the network of highly qualified physicians and medical centers available through Best Doctors Canada Insurance for annual health assessments. 3. Discover the convenience and simplicity of accessing medical services and consultations Worldwide. 4. Learn about the personalized care and support provided by Best Doctors Canada Insurance’s expert team. By attending this session, you will gain valuable insights into how we can assist you in safeguarding your well-being, wherever life takes you.
In this presentation, we will provide you with a comprehensive understanding of our company’s rich history, our mission, and the positive impact of adding Living Benefits to your portfolio. We will highlight the inherent value that our Living Benefit solutions can provide to your clients, specifically addressing the importance of protecting your client’s ability to safeguard themselves financially in the event of accident or sickness. We will share valuable insights and strategies to effectively position and market Living Benefit solutions to your clients. You will learn how to articulate the value and advantages of these solutions, enabling you to expand your book of business and, in turn, increase client satisfaction.
Many brokers think that E&O claims are something that only ever happens to other people. And, while the majority of agents will go through an entire career without a claim, many well-intentioned and responsible brokers are surprised when the unthinkable happens to them. This session will provide you with insights into some common areas in which claims arise, and some simple good habits that will help prevent problems, and that will also strengthen your position before the courts should an incident ever lead to a claim against you.
There are a number of societal factors that influence the decisions of senior citizens in the consumer journey. This presentation explores how these interactions shape the buying behaviours, preferences, and paths of older adults as they navigate the marketplace and make purchase decisions. We’ll explore several factors relative to senior buying habits including: - Preference for Quality and Reliability - Value for Money - Brand Loyalty - Comfort and Convenience - Health and Wellness - Social Influence - Emotional Factors Overall, social norms can shape seniors' buying habits by influencing their preferences, priorities, and perceptions of value. Understanding these influences can help financial advisors tailor their messaging, products, and services to better meet the needs and preferences of older consumers.
Insured investments add value for the Canadian investor. We’ll revisit the built in advantages that your life license offers to investors. Topics include… Probate, Privacy, Creditor Protection, Guarantees, Beneficiaries and Estate Transfers. Highlighting how wealth transfers using insured investments can benefit your clients compared to the probate process. Then we look at Canadian demographics and the investment opportunities available to the generations. Reviewing how individual suitability plays a vital role in the types of investment recommendations. Structure is important, and so is managing market expectations with clients. We review the equity markets with an AGF update and expectations for 2024. Discussing the US and Global equity market trends. Focussing on investment themes in growth portfolios. Plus the benefits of investing in funds and mitigating risk with diversification.
For questions, call our office at 1-888-654-3333.
IFB is a self-accrediting provider in the provinces of Alberta, Saskatchewan and Manitoba. For accreditation for RIBO licensed brokers in Ontario, IFB submits all material to RIBO Accreditation, and does not post RIBO credit categories or hours until formal confirmation is received. For accreditation for CFP designates and MFDA registrants, IFB submits all material to FP Canada accreditation, and does not post FP Canada or MFDA credit categories or hours until formal confirmation is received.
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