Back by popular demand -- the 2010 IFB Southwestern Ontario Advisor Education Event!

Sept. 22, 2010 - Best Western Lamplighter Inn, London, Ontario

Up to 5 hours of CE for Life License & CFP, 1 hour of RIBO credit PLUS Lunch is included in the cost of the event!

Register NOW - Early Bird Pricing in effect until August 30!
IFB Members ONLY $59.95!! LUNCH INCLUDED
All others pay just $69.95!! LUNCH INCLUDED

Participating Companies

Desjardins Financial Security, Ontario Blue Cross, The Edge Benefits, Assuris, The Magnes Group, Canada Loyal Financial, Tour + Med Travel Insurance, Hunter McCorquodale, Empire Life, Watermark Insurance, Plan Direct, CI Funds, Hooper Holmes Portamedic, and more!

Presentations offered at the London Event on Sept. 22:

Helping Your "Uninsurable" Clients
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

Living Benefits -Trends and Concepts for Today and Tomorrow
Max Mahardi, Ontario Blue Cross
In this seminar you will receive an overview of the importance of health, disability, CI and Long Term Care. You will learn how to present these benefits to your clients individually or in a packaged approach not yet seen in the industry. We will provide you with refreshing sales ideas and concepts that will assist you with your client interviews. And,we will also look at a growing trend to offer individual products to small group markets.

Your Client Isn't Thinking About It, Are You?
Kevin Jamieson, The Edge Benefits
Survival rates increase year over year from critical conditions such as Heart Attacks and Cancer. This begs the question, what about the financial devastation a person faces when diagnosed with a critical illness. Sicknesses happen every day, to many Canadians! Please join Kevin in understanding the financial impact and a financial advisors responsibility in covering off this area of concern. We will review the ease with which Critical Illness insurance can take the financial bite out of 19 Critical Illnesses.

If You're Not Selling an RESP to Your Client, Someone Else IS
Karine Mackenzie, Canada Loyal Financial
Your client today is not asking "what is an RESP?", they are asking "where do I go to get one?". The Federal Government has done all the marketing for you, by providing funding for the RESP. Learn how RESPs can introduce you to new prospects, help your cash flow, help you sell other financial products, and provide you with an opportunity to introduce new recruits into the financial industry.

Protecting Your Life Insurance
Josee Rheault, Assuris
An educational session for financial advisors on how Assuris coverage protects their clients in the even their life insurance company becomes insolvent. 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. Assuris' role is to protect policyholders by minimizing loss of benefits and ensuring a quick transfer of their policies to a solvent company where their benefits will continue to be honoured.

Travel Insurance: Insurance or Commodity Product?
Jean Hervieux, Tour-Med
We'll begin with an overview of the Canadian Travel Insurance Market, and then look at what travel insurance is, and why many financial advisors miss the boat on this product. Travel insurance brings value to your portfolio, and we'll look at some interesting cases to illustrate this point. Come find out why you should be selling travel insurance.

The Fundamentals of Group Insurance and Current Issues in the Market.
Jamie Conklin and Myriam Shield, Empire Life
The presentation will review the basics of group insurance including why employers might have a plan and the different components of plan design. As well, Jamie and Myriam will discuss current trends and hot topics in the Market facing Employer sponsors of group insurance plans.

Selling made easy in the Small to Medium-Sized Group Retirement Market
Gil McGowan, Desjardins Financial Security
Group retirement plan providers have been focusing on large accounts for years. However, recent trends show that small to-medium sized businesses must also offer pension plans to attract and retain the best employees. In the light of this, Gil will be presenting an update on this industry and tips on how to sell successfully group retirement solutions to small to medium-sized businesses.

10 Things Advisors Need to Know about E&O Insurance (RIBO Management)
Roberta Tasson, The Magnes Group
Agents often say that the reason they purchase errors and omissions insurance is because they 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. In this session, you'll learn:
- How an E&O policy really works
-What the insurers obligations are
-Which terms and definitions in the policy can have the most impact on your coverage
-Which extensions of coverage have the most benefit

Roberta will outline 10 important things you need to know about purchasing E&O insurance.

The Guaranteed Minimum Withdrawal Benefit
Jeff Hobson, CI Investments
Since its launch in 2007, the Guaranteed Minimum Withdrawal Benefit (income for life) has attracted nearly $18 billion in assets and become a popular tool with advisors seeking a retirement income solution for their clients. Come learn about the changes to income for life and its benefits for both advisors and clients. Jeff will introduce a new series that is the latest innovation in segregated funds and retirement income solutions.

Related Links
London CE Event Online Registration

Click here for a schedule of events