Full Name
Mike Albert
Job Title
Advanced Case Consultant, Canada Life
Speaker Bio
Mike is responsible for providing support to advisors for individual life insurance strategies and products through casework, technical promotion and education. His focus is to work on large or complex cases. Mike has over 22 years of experience in the Insurance Industry. After graduating from university, he spent over two years as an insurance advisor with a major insurance carrier. Mike has been in the role of a wholesaler for 14 years. Mike joined the Canada Life Assurance Company in 2001. He held several positions within the Individual Insurance Organization. In 2005, Mike became the leader of the Canada Life Products and Sales Strategies team. His team was responsible for the individual life insurance product and sales strategies ideation, development and distribution. His experience is a great asset in helping advisors put forward the appropriate insurance solutions for their clients.
Mike is life and accident sickness licensed and a member of Advocis. He believes in improving oneself through education. Mike has completed the following Advocis courses; Financial Planning Fundamentals, Contemporary Practices in Financial Planning, Comprehensive Practice in Risk/Retirement Planning and Wealth Management and Estate Planning. Mike holds the Canadian Securities (CSC), Conduct Practice Handbook (CPH) certificates from the Canadian Securities Institute. He holds the Certified Health Specialist (CHS), Certified Professional Consultant on Aging (CPCA), Elder Planning Counselor (EPC) designations. He is working on his Registered Retirement Consultant (RRC) and Chartered Life Underwriter (CLU) designations.
Mike is life and accident sickness licensed and a member of Advocis. He believes in improving oneself through education. Mike has completed the following Advocis courses; Financial Planning Fundamentals, Contemporary Practices in Financial Planning, Comprehensive Practice in Risk/Retirement Planning and Wealth Management and Estate Planning. Mike holds the Canadian Securities (CSC), Conduct Practice Handbook (CPH) certificates from the Canadian Securities Institute. He holds the Certified Health Specialist (CHS), Certified Professional Consultant on Aging (CPCA), Elder Planning Counselor (EPC) designations. He is working on his Registered Retirement Consultant (RRC) and Chartered Life Underwriter (CLU) designations.
