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.

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.