Schedule is subject to change without notice. Please consult the official Delegates Guide on May 4, 2010 for a final program.
| IFB Alberta Spring Summit - May 4, 2010 - Coast Plaza Hotel and Conference Centre, Calgary | ||||
|
Plaza 1 |
Plaza 3
|
Plaza 4 |
Plaza 5 |
|
| 8:00 - 9:15 | 10 Things You Need to Know About E&O Insurance - Roberta Tasson, Magnes (ID 18558 - LIFE, A&S, GEN) |
Opportunities in BRIC
Markets - Gavin Graham, Excel Funds (ID
18560 - LIFE) |
Income Delivery Strategy
and Tools - Tim McLeary & Ryan Lightfoot, Standard Life
(ID 18568 - LIFE, A&S) |
ETF Portfolios
for Financial Advisors - Larry Berman & Andrew Ruhland, ETF
Capital Management (ID 18550 - LIFE) |
| 9:30 - 10:45 | Honesty: The Best Policy…or
is it Whole Life? - Rick Forchuk, Empire Life (ID
18555 - LIFE, A&S, GEN) |
The Changed World of
Exempt Market Products - Mark Wainberg & Ron Lastwika,
Quadrexx (ID 18566 - LIFE) |
What Advisors Need
to Know About Policyholder Protection in the Event of Insolvency
- Gordon Dunning, Assuris (ID 18557 LIFE,
A&S) |
|
| 10:45 - 11:00 | Coffee Break | |||
| 11:00 - 12:15 | Helping Your "Uninsurable"
Clients - Michael Taylor, Hunter McCorquodale (ID
18561 - LIFE, A&S) |
Intro to Limited Pay Universal Life- Ken Doll Equitable Life (ID 18569 - LIFE) Raising Financially Literate Teens - Noreen
Santer, Equitable Life (ID 18570 - LIFE) |
Alberta Insurance Council Update
- Joanne Abram & Warren Martinson, Alberta Insurance Council
(ID 18559 - LIFE, A&S, GEN, ADJ) |
|
| 12:15 - 1:30 | Lunch Break (lunch not provided) | |||
| 1:30 - 2:45 | Keep Your Client's
Retirement Plans Safe from Unforeseen Market Events - Djamal
Saleh, Desjardins Financial Security (ID
18552 - LIFE, A&S) |
Advanced Sales Strategies
Involving Cash Value Life Insurance - R. Jordan Tanner, Canada
Life (ID 18563 - LIFE) |
Mental Capacity in
a Commercial Setting - Melanie McDonald, Borden Ladner Gervais
LLP (ID 18553 - LIFE, A&S, GEN) |
|
| 3:00 - 4:15 | "Napkin Based Selling"
- Neil Friesen, Industrial Alliance Pacific (ID
18565 - LIFE, A&S) |
The Benefits of Debit/Credit Underwriting
- Ross Morton & Tom Belanger, Unity Life (ID
18562 - LIFE) |
The Problem with Penguins: How to
Dramatically Increase the Revenues of your Financial Services Business
by Branding and Packaging Your Big Idea - Bill Bishop, Bishop
Communications Inc (ID 18556 - LIFE, A&S)
|
|
| 4:15 - 4:30 | Coffee Break | |||
| 4:30 - 5:45 | Eight Opportunities to Accelerate
Your Practice - Brian C. Popp & Doug Harper, Empire Life
(ID 18551 - LIFE, A&S) |
Oil & Gas Investment Opportunities
in Western Canada - Mario Molina, Rogers Oil & Gas
(ID 18567 - LIFE) |
"Yes! When Can We Start?":
Get Your Clients and Prospects to Experience Your Unique Value -
April-Lynn Levitt & Fortunato Restagno, The Personal Coach
(ID 18554 - LIFE, A&S, GEN) |
|
