When
May 4, 2010
8a.m. - 6p.m.
Where
Coast Plaza Hotel, Calgary
Hotel
Information
Coast Plaza Hotel
1316 33rd St. NE
Calgary AB, T2A 6B6
Phone: 1-800-661-1464
Rate: $129 Comfort/$154 Superior
Cut Off date: Mar. 27, 2010
Quote: GFC 13824
Register NOW for the 2010 Alberta Spring Summit!
Not a member yet?
Sign up now and receive the members discount on your Alberta Summit Registration! Join now by clicking here!
After
a record-setting year in 2009, the 2010 Spring Summit promises to
be one of the best EVER. The Alberta Spring Summit offers:
- Up
to 7.5 hours of Continuing Education for Life, A&S, and 6.25
hours for General certificates, and to maintain professional designations
- Exhibit
area where you can network and learn about new products and services
that will help you work smarter.
- Variety
and choice -- up to four breakout sessions in each timeslot so
you can tailor your Summit to suit your individual interests.
Participating
Companies booked to date:
Alberta Insurance Council, Wawanesa Life, ExamOne Canada,
Quality Underwriting, Assuris, The Personal Coach, Bishop Communications,
Client Centred Advisors, Desjardins Financial Security, Empire Life,
Plan Direct Insurance Services, Industrial Alliance Pacific, Equitable
Life of Canada, Millenium III Group of Companies, Rogers Oil and
Gas, Excel Funds Management, Desjardins Independent Network, Hooper
Holmes Portamedic, Canada Life, Unity Life, Standard Life, Magnes,
Borden Ladner Gervais LLP, Hunter McCorquodale, Quadrexx Asset Management,
Ebix CRM, Canadian Horizons, CBI Group, Sound Insurance Services
-- and more to come!
Click
here for a tentative schedule of events!
Here
are some of the presentations being offered at the IFB Alberta Spring
Summit:
ETF
Portfolios for Insurance and MFDA Advisors (ID # 18550 - LIFE)
Larry Berman and Andrew Ruhland, ETF Capital Management
The recent market bounce DOES NOT mark the end of economic challenges
facing investors. Larry Berman will educate advisors on present
and future economic and market trends, the risks of buy & hold
strategies, and how he actively manages client portfolios to optimize
risk-adjusted returns.
Being
a financial advisor requires adaptation to macro-trends, with resistance
to change limiting advisors' ability to prosper in our highly competitive
industry. Andrew will educate advisors on how to reduce business
stress, broaden their scope of practice, evolve their client service
offering and thrive in our ever-changing financial world.
Eight
Opportunities to Accelerate Your Practice (ID # 18551 - LIFE,
A&S)
Brian C. Popp and Doug Harper, Empire Life
Have you been searching for ways to increase your revenue? Looking
for concepts that you can easily integrate into your business?
Sometimes
the simplest ideas are the best!
The presentation
will highlight concepts covering:
- Guarantees
- how to give clients what they want.
- Optimizing client's retirement income.
- How to cover the gap that is left, when assets held, rise and
fall.
- Leaving a legacy for a loved one or a charity.
- Transferring wealth to the next generation.
- Showing the client how a Tax Free Savings Account is much more
than a $5,000 deposit.
- Maximizing the opportunity in the family market.
- Integrating Critical Illness Insurance into the sales process.
Would you like fries with that?
Brian
and Doug will apply their experience on eight actionable business
building ideas to help you grow your practice.
Keep
your client's retirement plans safe from unforeseen market events.
(ID # 18552 - LIFE, A&S)
Djamal Saleh, Desjardins Financial Security
- Protect your client's savings against market downturns
- Receive a guaranteed and predictable income for life
- Help your client take advantage of annual bonus
- Provide your client with 100% Death Benefit with inflation adjustment
- Access tailor-made investment funds
Mental Capacity in a Commercial Setting (ID # 18553 - LIFE,
A&S, GENERAL)
Melanie McDonald , Borden Ladner Gervais LLP
Melanie McDonald is an associate in the Calgary office of Borden
Ladner Gervais LLP, and practices in the areas of Wealth Management,
Personal Tax and Estate Planning, and Estate Law Litigation. In
this session, Melanie will discuss mental capacity issues in serving
elderly clients and their attorneys for property. This session will
provide new and thought-provoking insights into the complex business
of relating to clients.
"Yes!
When Can We Start?" - Get your clients and prospects to experience
your unique value
(ID #18554 - LIFE, A&S, GENERAL)
April-Lynn Levitt and Fortunato Restagno, The Personal Coach
In today's competitive marketplace how does the independent financial
advisor stand out in the hearts and minds of their customers? The
answer is to build a strong personal brand and create a unique customer
experience around your client processes.
In this
new presentation, hear from an advisor coach and brand strategist
how to improve client loyalty, communicate your unique brand, and
take you through the steps on how to fully engage your clients throughout
all phases of the client development process to help you increase
your profitability. Finally, we will show you real life examples
of how advisors across Canada are using these concepts to enjoy
confidence, focus and freedom in their business and their lives.
Honesty:
The Best Policy ... or is it Whole Life? (ID # 18555 - LIFE,
A&S, GENERAL)
Rick Forchuk, Empire Life
This presentation involves two basic premises that affect both the
advisor and the client:
(1) What
do our clients really expect of us?; and
(2) How much honesty is expected from ourselves, and from the carriers
we choose to represent?
The client
expectation portion is derived from a 2009 LIMRA study in which
more than 2,000 Canadians were interviewed with regard to their
feelings about the need for insurance and financial products, and
advisor behaviour. The "honesty" portion looks at recent
research that asks the advisor some provocative questions about
his or her motivation, about what expectations exist at the supplier
level, the distribution level, the customer level, and at the advisor
level. Are you "basically honest," "marginally honest,"
or "not honest at all?" The results of focus group data
and your own advisor input at the point of the presentation may
surprise you!
The
Problem With Penguins: How To Dramatically Increase The Revenues
of Your Financial Service Business By Branding & Packaging Your
Big Idea (ID # 18556 - LIFE, A&S)
Bill Bishop, CEO Bishop Communications Inc.
If you search for financial advisor on Google, how many results
do you get? More than 15 million! No wonder most advisors feel lost
in a crowd. There are millions of them who look exactly the same.
As a result, most people think one advisor is the same as the next.
Thats why, if they want to stand out, advisors need to brand and
package a BIG Idea - something new, better and different that will
present them as totally unique in their marketplace. In his speech,
Bill outlines this penguin problem, and explains seven (7) branding
and packaging techniques proven effective by hundreds of his clients
that advisors can use right away to attract more high-quality clients,
and make more money, a lot more money. Attendees can also obtain
a copy of Bills new book The Problem With Penguins.
What
Advisors Should Know About Policyholder Protection in the event
of Insolvency (ID # 18557 - LIFE, A&S)
Gordon Duning, Assuris
An educational session for financial advisors on how Assuris coverage
protects their clients in the event their life insurance company
becomes insolvent (www.assuris.ca) . Assuris is a not-for-profit
organization funded by the life insurance industry that protects
Canadian policyholders against loss of benefits should their life
insurance company fail. Our role is to protect policyholders by
minimizing loss of benefits and ensuring a quick transfer of their
polices to a solvent company where their benefits will continue
to be honoured.
10
Things You Need to Know About E&O Insurance (ID # 18558
- LIFE, A&S, GENERAL)
Roberta Tasson, The Magnes Group
Agents often say the reason I purchase errors and omissions insurance
is because I have to as a condition of licensing. In an increasingly
litigious society Errors and omissions insurance is too important
to take for granted. It is needed to protect your assets from the
risk of seizure as a result of a legal dispute. How does the policy
really work? What are your obligations to the insurer? Which terms
and definitions in the policy can have the most impact on your coverage?
Which extensions of coverage have the most benefit? Our speaker
will outline 10 important things you need to know about purchasing
E&O insurance.
Alberta
Insurance Council Update (ID # 18559 - LIFE, A&S, GENERAL,
ADJUSTER)
Joanne Abram and Warren Martinson, Alberta Insurance Council
Always an engaging and entertaining speakers, Joanne Abram and Warren
Martinson offer a unique perspective on regulatory changes and developments
that will impact insurance brokers. This is your opportunity to
hear about the latest trends in insurance regulation in Alberta,
and to ask questions directly of the Alberta Insurance Council.
Opportunities
in BRIC Markets (ID# 18560- LIFE)
Gavin Graham, Excel Funds Management Inc.
In his presentation, Mr. Graham will discuss the changing face of
BRIC economies. Growing economies such as India and China are changing
the historical perception of 'emerging markets'.
BRIC markets represent a majority of the world's population and
more than 80% of the global growth in the year 2009. However, these
economies are underrepresented in a typical Canadian investor portfolio.
These markets are the future global leaders. The growth of these
markets is built on a foundation of young demographics, accelerating
GDP, urbanization and a growing middle class.
There are merits to an explicit asset allocation to BRIC markets,
rather than an implicit approach with global products.
Excel Funds focuses exclusively on BRIC markets with on-the-ground
portfolio management in each region. Active research is a competitive
advantage in these growing economies. The presentation will discuss
the value of on-the-ground research and why our investment process
has created a successful long-term track record
Helping
Your "Uninsurable" Clients (ID 18561 Life, A&S)
Michael Taylor, Hunter McCorquodale Inc.
Every year roughly 1 in 20 life insurance life insurance applications
and more than 1 in 10 disability insurance applications in Canada
are declined. As an advisor, you want to explore every possible
option when this happens to one of your clients. Although not always
well known, there are markets that can provide alternative solutions
in the majority of these situations. This presentation will provide
an overview of alternative or special risk insurance markets, including
a new life product designed specifically for medical declines. Attendees
will leave with a better understanding of what to do the next time
a client's application for life or disability insurance is declined.
The Benefits of Debit/Credit Underwriting (ID 18562 Life)
Ross Morton and Tom Belanger, Unity Life of Canada, a Foresters
Company
In part one, sponsored speaker Ross Morton, with over 40 years experience
in the international and Canadian reinsurance and life insurance
industries, will provide invaluable insights will help you understand
current underwriting practices and the direct impact they can have
on your business. Part two of this presentation features Tom Belanger,
who has devoted his 35 year career to training and development of
life insurance advisors. Tom's engaging style and deep experience
makes even complex subjects simple to understand. The focus of this
workshop will be on understanding Preferred Term products and the
unique underwriting approach, designed to maximize your sales.
Advanced sales strategies involving cash value life insurance
(ID 18563 Life)
R. Jordan Tanner, Canada Life
Beginning with a brief overview of how participating life insurance
works, the audience will be introduced to a series of advanced sales
strategies illustrating how participating and universal life insurance
may be used together. In combination, these product solutions can
help ensure a client's assets are managed effectively while they're
alive, and their wishes are carried out after death. Using participating
and universal life insurance solutions together helps distribute
estate assets in an orderly fashion and minimize taxes.
Introduction to Limited Pay Universal Life (ID 18569)
& Raising Financial Literate Teens (ID 18570 - Life)
Ken Doll and Noreen Santer, Equitable Life
Part One: Equitable Life's Limited Pay UL combines the benefits
of a Universal Life policy with the guarantees that the marketplace
and clients are looking for now. Limited Pay UL also helps clients
pay for their Insurance faster and with a lower lifetime cost. This
is a product who's time is here!
Part Two: Parents play a vital role in shaping kids' ideas and attitudes
about money. Teens who learn healthy money habits at home are generally
more financially literate than kids only taught about money at school.
Many teens will graduate from high school without the skills needed
to manage basic household expenses. Learn how to raise financially
literate teens.
"Napkin
Based Selling" (ID 18565 Life, A&S)
Neil Friesen, Industrial Alliance Pacific
Tony Gordon once said, "This is a simple business, this is
not an easy business."
We will take a look at some simple selling ideas that have been
collected over the years and can be delivered "on a napkin".
We will cover all areas such as:
-Life insurance planning
-Estate planning
-Business Planning
- Critical Illness
-Disability
- Retirement
Come prepared to be interactive and to participate.
The
changed world of Exempt Market Products (ID 18566 Life)
Mark Wainberg and Ron Lastwika, Quadrexx
Any individual that is in the business of trading in exempt market
securities in a Canadian jurisdiction will have to become registered
as a "dealing representative" under a EMD registration.
As an individual, you need to take and pass the Exempt Markets Products
Exam or the Canadian Securities Course Exam , and be employed by
a firm that is registered (or is applying for registration) as an
EMD in each province where you have existing or prospective clients.
We will discuss:
" As a selling agent now after Sept. 28, 2010 what are you
going to do?
" How you will be able to differentiate yourself and add value
to your practice.
" Review investment asset classes that can increase practice
value.
Income
Delivery Strategies and Tools (ID
18568 Life, A&S)
Tim McLeary and Ryan Lightfoot, Standard Life
In today's market place it is widely agreed that there has been
a shift from the accumulation focus of the investment world to income
delivery. As baby boomers continue to retire and move forward into
their retirement years the retirement income market has become one
of the core focuses of Investment Professionals.
Standard Life is well positioned in this market. Our goal is to
provide Investment Professionals with the ability to provide their
Clients with the Income Delivery Strategies their Clients are looking
for. During this session, it is our goal to offer you options
but
more importantly, the ability to use our tools & materials so
you are able to apply them to your business with ease.
Oil
& Gas Investment Opportunities in Western Canada
(ID 18567 Life)
Mario Molina, Rogers Oil + Gas
Mario's presentation will be on the global oil demand and what part
Western Canada will play in the near future to fulfill that demand.
He will also be speaking on how Western Canada is benefiting from
new technological advances in the oil industry.
Click
here for a tentative schedule of events!
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