We'll be joined by knowledgeable industry experts, ready to share their insights and help you take your business to the next level. Click the sessions to learn more and download the full schedule below.
Navigating the Current Market with Innovative Insurance and Investments Solutions
With over 75 years of experience in the financial services industry, Beneva is excited to share a fresh new perspective on the evolving financial landscape. Join us for an update on the current market and discover a range of insurance and investment products designed to empower advisors and better serve their clients.
During the session, we’ll explore comprehensive insurance offerings and how their unique features provide an additional layer of protection beyond traditional coverage. We’ll also shed light on an innovative approach advisors can utilize to optimize their client’s investment growth.
Whether you're a seasoned professional or a newcomer to the industry, this session will offer important insights and resources to enhance your practice.
Presented By
Jeny Yeung, Matthew To
Beneva
Jeny currently holds a role as Senior Director, Business Development with Beneva Inc. (formerly SSQ) Insurance. She has solid experience in the life insurance and financial services sector. She was previously Sales Director for another large Canadian carrier where she had forged many strong relationships, working with MGAs and advisors identifying opportunities to grow and develop their business.
Jeny has obtained her Elder Planning Counselor (EPC) and Certified Financial Planner Designation (CFP).
Matthew To is a Senior Sales Director responsible for promoting and distributing Beneva investment solutions to financial advisors within the MGA network. He graduated with a Bachelor of Business Administration, majoring in Finance from Simon Fraser University and is both a Chartered Financial Analyst® (CFA) Charterholder and Certified Financial Planner® (CFP) Professional.
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.
Presented By
Josée Rheault
Assuris
Josée Rheault is the Executive Vice President, Operations at Assuris, the not for profit, industry-funded organization that protects Canadian policyholders if their life and health insurance company fails.
Ms. Rheault has held progressively more senior roles at Assuris since joining in 2004, and she currently oversees the communications, external relations, human resources, and financial operations at Assuris. In the last two years, Ms. Rheault has played a key role in working with the member companies and regulators to review and enhance Assuris’ policyholder protection levels, ensuring that policyholders have the best policyholder protection possible to provide financial security and peace of mind for Canadians.
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.
Addressing Canadian Health Care Challenges: A Unique Solution
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.
Presented By
Deep Bajwa
Best Doctors Insurance Services
Deep leads the growth efforts and P/L management for Best Doctors Insurance Canada. He’s been in the industry for over a decade and understands the challenges of the Canadian healthcare and insurance space. Prior to this role, he was in management roles with insurance carriers and also used to own a practice.
Addressing Canadian Health Care Challenges A Unique Solution
The Positive Impact of adding Living Benefits to your Portfolio
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.
Presented By
Michael Greco
Combined Insurance
Michael was appointed as Agency Divisional Manager for British Columbia and Alberta, assuming the critical role of leading the agency in Western Canada. While Michael’s accomplishments and accolades are numerous, he remains most proud of the relationships he has cultivated with his team members over the years.
The Positive Impact of adding Living Benefits to your Portfolio
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.
Presented By
Amanda Richards
Chartwell Retirement Residences
Amanda Richards is the Senior Director of Business Development and Community Integration at Chartwell Retirement Residences, Canada’s largest senior living provider. She is a dedicated relationship-builder within the sector, with extensive experience in sales leadership, coaching and business development. She has a rich history in the Canadian senior living landscape with over 18 years of experience and is currently responsible for Chartwell’s B2B strategy inclusive of National Partnerships. She holds an undergraduate degree from McMaster University, a post-graduate diploma in leadership from Athabasca University and her CPCA (Certified Professional Consultant on Aging) and EPC (Elder Planning Counselor) designations. She is well-versed in the intricacies of helping seniors and their families navigate the complexities of today’s senior-living options and understand the challenges associated with selling to and working with this market segment.
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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