Event Details

  12:00 - 12:45 PM ET  

Expanding Protection and Value in Advisor Professional Liability Insurance

Get an in-depth look at the 2026–27 IFB Individual and Corporate E&O programs and what's new for members this renewal cycle. Willis Towers Watson conducted a broad marketing exercise to maintain strong coverage while introducing competitive improvements — including premium reductions, broader definitions, provincial endorsements, and added benefits like regulatory defense costs and 24-hour AD&D coverage.

The session also introduces new ancillary products now available alongside your E&O: legal expense protection, corporate and family cyber coverage, and identity restoration services. You'll leave with a clear picture of what's covered, what's changed, and what it means for your practice.

Joanna Reid
Senior Director National Leader, Commercial Programs
Willis Canada Inc.

  12:45 - 1:45 PM ET  

Everyday Legal Protection for Advisors: Practical Coverage That Supports Business and Life 

Legal issues don't always come with warning. This session introduces an affordable legal expense program designed to give financial advisors — and their families — practical support when they need it most.

Coverage spans both business and personal situations, including employment disputes, regulatory licence protection, tax matters, small claims, debt recovery, and more. Members also get access to a legal helpline, document review, and a legal document centre. Whether it's a client dispute or a personal legal matter, this program is built to handle the everyday realities advisors face.

Vickey  Nobbie 
 Business Development Manager,    ARAG

Nathan Cornale
Business Development Specialist, ARAG

   1:55 –2:15 PM ET  

Restoring Confidence After Identity Theft: Support, Recovery, and Peace of Mind

Identity theft is disruptive, stressful, and time-consuming to resolve. This session walks through a restoration services program that handles the hard work — so members don't have to do it alone.

From confirming a theft event and reviewing credit reports to filing police reports and coordinating with creditors, the program provides hands-on case management through to full resolution. A limited power of attorney lets the program act on your behalf, while 24/7 counselling support helps you and your household recover with confidence.

Robert Litt
Vice President, Warranty
Trisura 

  2:15–3:15 PM ET  

Cyber Resilience for Small Business: Protection, Response, and Recovery in a Digital World

Cyber threats aren't just a big-business problem. Ransomware, phishing, business email compromise, and fraud are increasingly targeting small and mid-sized firms — and the impact can be severe.

This session introduces Cyberboxx® Business, an all-in-one solution combining cyber insurance with proactive tools and expert support. Coverage includes incident response, data restoration, business interruption, cyber extortion, and social engineering fraud. And when something goes wrong, 24/7 Hackbusters® incident response, real-time threat monitoring, and a virtual CISO are there to help you respond fast and recover fully.

Marcus Fluellon 
 Cyber Security Lead,  
BOXX Insurance