Agenda - Thursday, June 10, 2021
All times are eastern standard time
12:30 PM
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Welcome and opening remarks
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12:45 PM
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Bouncing back
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Leonard will show us why now is a great time to step back, look at the big picture, and shift our perspective on how to bounce back in a post-crisis world. He will share real-life examples from recent history to explain why periods like the one we are in now are always followed by recovery and growth. |
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1:35 PM
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Break and visit the virtual booths
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1:55 PM
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Breakout 1 - Wealth: Building a retirement readiness plan for clients
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Breakout 2 - Insurance: Advantages of growing your business with Canada Life
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The world looks different today than it did just two years ago, and for many of your clients’ retirement looks different, too. Did you know? The closer Canadians get to retirement, the worse they feel about it. You have an opportunity to showcase the value of your advice and leave them feeling confident as they prepare for retirement. Learn about how you can prepare for conversations with your near-retiree clients, to help educate and empower them as they transition into this new life stage. Discover more about solutions, like Canada Life Risk-Managed Portfolios, that can help get your clients on the right track. |
Learn about how we continue to build on our story around the strength of our Participating and Term life insurance products. In this session, we’ll focus on the five pillars of strength of our Par offering which includes our evolving investment strategy story, recent dividend scale announcement, and product level enhancements which will open up new opportunities to connect with clients. We’ll also learn about Canada Life My Term and how it can help meet the unique needs of your clients with flexible term lengths anywhere from 5 to 50 years. |
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2:45 PM
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Break and visit the virtual booths
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3:05 PM
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Breakout 3 - Leveraging Canada Life Wealth to build your business
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Breakout 4 - Insurance case study: 20 in – 20 out with Participating life insurance and Critical Illness insurance
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You make a real difference in the lives of Canadians by providing financial advice. Join us to learn more about how we’re supporting your success by building an industry-leading wealth platform that’s relevant, competitive, and positioned to win. You’ll hear about how our market-leading solutions can help you and your clients succeed, both today and in the future. |
This presentation covers an income strategy for affluent and high net worth clients that uses a participating life insurance policy and critical illness insurance policy. Learn how clients can: 1) obtain life and critical illness insurance coverage; and 2) potentially enhance their retirement income by accessing both the cash value of the life insurance policy and a return of premium benefit from their critical illness policy. |
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3:55 PM
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End of virtual event
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Thursday, June 10, 2021 | ||||
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12:30 PM | Welcome and opening remarks | ![]() ![]() | Jim Brownlee - Vice-President, MGA Partnerships Mark Foris - Vice-President, National Account Partnerships, Canada Life | |
12:45 PM | Bouncing back | Leonard will show us why now is a great time to step back, look at the big picture, and shift our perspective on how to bounce back in a post-crisis world. He will share real-life examples from recent history to explain why periods like the one we are in now are always followed by recovery and growth. | ![]() | Leonard Brody - Business and Technology Visionary |
1:35 PM | Break and visit the virtual booths | |||
1:55 PM | Breakout 1 - Wealth: Building a retirement readiness plan for clients | The world looks different today than it did just two years ago, and for many of your clients’ retirement looks different, too. Did you know? The closer Canadians get to retirement, the worse they feel about it. You have an opportunity to showcase the value of your advice and leave them feeling confident as they prepare for retirement. Learn about how you can prepare for conversations with your near-retiree clients, to help educate and empower them as they transition into this new life stage. Discover more about solutions, like Canada Life Risk-Managed Portfolios, that can help get your clients on the right track. | ![]() | Taj Pannun - Regional Sales Manager, Wealth |
1:55 PM | Breakout 2 - Insurance: Advantages of growing your business with Canada Life | Learn about how we continue to build on our story around the strength of our Participating and Term life insurance products. In this session, we’ll focus on the five pillars of strength of our Par offering which includes our evolving investment strategy story, recent dividend scale announcement, and product level enhancements which will open up new opportunities to connect with clients. We’ll also learn about Canada Life My Term and how it can help meet the unique needs of your clients with flexible term lengths anywhere from 5 to 50 years. | ![]() | Jonathan Dunne - Regional Sales Manager, Insurance |
2:45 PM | Break and visit the virtual booths | |||
3:05 PM | Breakout 4 - Insurance case study: 20 in – 20 out with Participating life insurance and Critical Illness insurance | This presentation covers an income strategy for affluent and high net worth clients that uses a participating life insurance policy and critical illness insurance policy. Learn how clients can: 1) obtain life and critical illness insurance coverage; and 2) potentially enhance their retirement income by accessing both the cash value of the life insurance policy and a return of premium benefit from their critical illness policy. | ![]() ![]() | Steve Fooks - Advanced Case Consultant, Insurance Patricia Carlos - Advanced Planning Strategist, Insurance |
3:05 PM | Breakout 3 - Wealth: Leveraging Canada Life Wealth to build your business | You make a real difference in the lives of Canadians by providing financial advice. Join us to learn more about how we’re supporting your success by building an industry-leading wealth platform that’s relevant, competitive, and positioned to win. You’ll hear about how our market-leading solutions can help you and your clients succeed, both today and in the future. | ![]() | Clarke Haynes - Regional Sales Manager, Wealth |
3:55 PM | End of virtual event |