Event Details

Global Medical Care - Empowering Healthcare For Canadians

In today’s ever-evolving healthcare landscape, having access to world-class medical services is more important than ever. Best Doctors Canada Insurance is committed to providing comprehensive coverage and connecting Canadians with top medical professionals worldwide.

This session will explore the key benefits and features of our Global Medical Care plans and equip you with valuable insights into diverse insurance options, ensuring seamless access to exceptional healthcare—whether for emergencies, specialist consultations, or extended hospital stays.

Build Value In Your Practice - Business Continuity And Succession Planning

Ensure your business thrives long after you step away. This session outlines how to build value through strategic continuity and succession planning. Learn how to identify future leaders, protect business value, and create a smooth transition—whether for retirement or unexpected changes. Discover why planning should begin years in advance and how early action preserves your legacy.

Simplify Your Compliance

Discover how to reduce your administrative burden and elevate the duty of care to your clients with a Turnkey Asset Management Provider (TAMP). This session introduces the benefits of outsourcing investment management, trading, and reporting while centralizing compliance oversight. Learn how TAMPs improve efficiency, scale your business, and enhance fiduciary duty. By the end of this session, you’ll understand the core functions of a TAMP and how to determine if it’s the right fit for your practice.

Selling Benefit Plans Using Value & Advice Rather than Rate Discounting Practices

Temporary rate discounting has been a long-standing selling practice in the benefits industry. While it may win clients short term, but it can lead to long-term issues. In this session, David Roberts presents an alternative approach to group benefits sales—focusing on plan audits, accurate forecasting, proper management, and understanding client objectives. Learn how to protect employers from legal risks, improve customer experiences, and build lasting trust. Discover how value-driven strategies can create better outcomes for clients and more sustainable business growth.

Life and Health Insurance Safety Net: Understanding Policy Protection

Today’s economic uncertainty has made it even more important for customers to feel confident that their financial future is secure and protected. This session explores how policyholders are protected when a life or health insurer is unable to meet its obligations. Attendees will gain an in-depth understanding of the Canadian protection framework, including the role of the not-for-profit organization that steps in when a life and health insurance company fails. Through real-life examples and practical insights, you'll learn how these safeguards work and what they mean for your clients. The session will also introduce tools and educational materials that you can use to build client confidence and clearly communicate how their policies are protected—helping you provide added peace of mind in every conversation.

The True Power of a CRM

A CRM is more than just a digital Rolodex — it’s the foundation of an advisor’s business. A well-implemented CRM helps you go beyond contact management. It becomes a centralized hub for client insights, task tracking, sales opportunities, and compliance. In this session, learn how you can uncover new opportunities, streamline operations, and enhance compliance. Through real-world scenarios, you’ll discover practical strategies for using automation and segmentation to improve client engagement, boost efficiency, and drive growth.

From Advisors to Advocates: Redefining Support Through Strategic Partnerships

Join us for an insightful presentation that goes beyond the traditional benefits of the Chartwell and IFB partnership. Discover how our open house events and extended network of trusted partners—such as realtors, downsizing experts, and supplementary healthcare providers—create a seamless, holistic planning experience for IFB members. Learn how this integrated approach delivers unmatched value by connecting members to a wide array of resources, ensuring a smooth transition into senior living and enhanced peace of mind for families. Together, we’re building a network of support that truly makes a difference.