IFB’s Winnipeg Regional Event offers financial brokers valuable continuing education credits, seminars on the latest industry developments, and a chance to meet other brokers from around the region. Plus, financial services companies will be showcasing their products and services in the exhibit area. Build your business and develop your professional skills. Find out more about the speakers, presentations, and CE credits we have on offer.
Participating companies include: Axis Reinsurance, Canada Protection Plan, Equitable Bank, Home Trust Company, Investment Executive, Sentinel Financial Group, Special Risk Insurance Managers, SSQ Life Insurance Company Inc..
Schedule & Presentation Outlines
Wednesday May 17th 2017
8:30 a.m. – 9:45 a.m.
New Opportunities in Life and Health Insurance | FPSC: Financial Planning ICM ID# 28384
Jennifer Luu, Canada Protection Plan
The life and health insurance industry in Canada is very competitive, with 133 providers of health insurance and nearly 100 life insurance providers. The benefits paid to Canadians each year in death benefits and through health, disability and dental claims is over $84 billion dollars. This presentation provides an overview of this market, as well as of the leading causes of death and long term illness and disability. Underwriting practices are also discussed, including factors that lead to declined life and health cases, and how the underwriting decision is made.
10:00 a.m. – 11:15 a.m.
What’s New in Financial Services? Everything! | FPSC: Practice Management ICM ID# 28454
Som Houmphanh, Independent Financial Brokers of Canada
A. Evers you work away helping your clients make investment and insurance decisions and plan for a more secure future, the industry you work in is on the cusp of radical changeything from how you are paid, to technological innovations, to demographics are pressuring today’s way of doing business. What’s on the horizon for you and your clients?
11:30 a.m. – 12:30 p.m.
International Insurance 101 (what to look for and what to ask) | FPSC: Practice Management ICM ID# 28383
Mark Johns, Special Risk Insurance Managers Ltd.
Do you have a client(s) with employees posted outside the country? Are you pulling your hair trying to wade through the minefield of different markets who profess to provide a product? Do you see odd exclusions in quotes, contracts and wonder what is normal? Mark Johns, Vice President of Special Risk Insurance Managers Ltd. will highlight what to look for and what to ask when looking into coverage for your clients who may have expatriate or rotational workers. You may not become an expert after this session but you will have a better understanding of what to consider.
1:30 p.m. – 2:45 p.m.
The Power of Customized Solutions | FPSC: Product ICM ID# 28385
Adeline Thomson, SSQ Financial Group
Incorporate our living benefits products into life insurance sales in a simple, comprehensive product solution customized to meet your client’s needs.
3:00 p.m. – 4:15 p.m.
Business Insurance Marketplace | FPSC: Practice Management ID# 28386
Som Houmphanh, The Sentinel Group
The small, medium owner operator market is the backbone of the economy in Canada. Without these people taking the risk in opening and operating businesses and employing people, we would be as a country in a tough situation. Learn how to effectively communicate with these owners and find their real priorities so that you can help them achieve independence, financial stability and effective succession planning.