IFB Toronto Fall Summit 2009

November 4, 2009- Toronto Congress Centre
Schedule is tentative and is subject to change without notice. Please consult the official Delegate’s Guide on Tuesday, November 3, 2009 for a final program.

 

November 4 Schedule
Pavilion
Pinsent
Berton
Waxman
8:00 - 9:15
Do You Market Like it's 1999?
Promod Sharma, Industrial Alliance
Building Your Business
Matthew Asser, The Covenant Group, sponsored by EZ Data (Canada)
RIBO Management

Stress Testing your Retirement Income Portfolio:
Discover How To Build Your Business and Strengthen Client Relationships with Product Allocation
Omesh Varma, District Vice President, Manulife Investments 

The "Right" Benefit Plan
Tammy Rahman and Joe O'Connor, Empire Life
9:30 - 10:45
Taxation of Guaranteed Investment Funds
George C. Iovankas, Desjardins Financial Security

The Dynamics of Demographics: The "Rifle" Approach to Prospecting
John Dargie, Canada Loyal Financial
RIBO Management

Warning: Are You Putting Your Time and Business at Risk? Smart Computing for the Financial Professional
Larry Keating, No Panic Computing
RIBO Personal Skills
Underwriting Trends
Kevin Powell, Equitable Life
10:45 - 11:00
Coffee Break
11:00 - 12:15
Going a Step Beyond
Ian Wexler, sponsored by Hunter McCorquodale
RIBO Managment
Innovative Alternative to Insurance Investment Options
Christopher Ambridge, Provisus Wealth Management
"Cut Benefit Costs…or Up-Sell"…Which Road are You On?
Robert Crowder, The Benefits Trust

Client-Centred Life Planning
Michael Curtis, Vision Systems Ltd.
12:15 - 1:30
Lunch Break (lunch not provided)
1:30 - 2:45
Selling to the Self-Employed and Small Business in Ontario
Max Mahardi, Ontario Blue Cross
RIBO Personal Skills
Talking to the Elephant: How to Make More Bigger Sales by Enhancing the Emotional Well-Being of Your Prospects
Bill Bishop, Bishop Information Group
Family Investment Program
Jean-Luc Major, AXA Assurances Inc.
Professional Liability Insurance for the Financial Advisor
Roberta Tasson, The Magnes Group
RIBO Management
3:00 - 4:15
How to Climb to the Top with Coaching and Branding
Peter Seligman, Seligman & Assoc. and Juli Leith and Fortunato Restagno, The Personal Coach
Portfolio Seminar
Tony De Thomasis, De Thomas Financial Corp. Sponsored by PIE Investment Corp.
There is Nothing New! How to Use Old Ideas in the 'New Normal'
Simon Reilly, Leading Advisor
RIBO Management
The ETF and Indes Fund Solution for Life Agents and MFDA Planners
Preet Banerjee, Pro-Asset Management
4:15 - 4:30
Coffee Break
4:30 - 5:45
Client-Centred Marketing, Part Two
Dennis Moseley-Williams
RIBO Management