Event Details

Protecting What Matters: How Assuris Supports You and Your Clients

Assuris is a not-for-profit organization dedicated to protecting Canadian policyholders if their life and health insurance company fails. This session will provide financial advisors with a comprehensive overview of the organization, Assuris' protective measures, along with real-life scenarios to illustrate how these protections are applied in practice. Assuris will also share resources and tools available to support client education so you can confidently reassure clients that their benefits remain secure, even in unexpected situations.

Adrien Bonhomme
Assistant Vice President, Communications
Assuris 

Beyond Protection: Funding Strength in a Changing Risk Landscape

We’ll walk through the risks we’re seeing in the current landscape and how we actively ensure our funding remains adequate to meet potential demands. The goal is to equip advisors with simple, credible insights they can use to confidently reassure their clients.

Steve McMahon
 Vice President, Industry Risk
Assuris

What Best Advisors Do – Creating Client Loyalty Through Trusted Relationships

Set within a broader, practical framework, the session will reinforce the value of helping advisors confidently address risk—including insurer risk and available protection mechanisms—with their clients. Instead of framing insurer failure as a technical or uncomfortable topic, it becomes part of what distinguishes great advisors: the ability to have more meaningful, sometimes challenging conversations that ultimately build deeper trust and credibility.

Gerry Lewis
 President and CEO
GLINC