Best Western Premier - 135 Carlingview Drive, Toronto, ON
Thursday November 14, 2024
Prescription or Diagnosis: Where is your Focus?
|
Thursday November 14, 2024 - Grand Ballroom
|
7:00 AM - 7:45 PM |
Breakfast and Registration in Grand Ballroom
|
7:45 AM - 8:00 AM
Mike Englert
B. Ed., EPC
Founding Faculty Member, Compliance Officer CIEPS
Mike's Bio
|
Opening Remarks & Introduction of Keynote Opening Speaker
|
8:00 AM - 9:00 AM
Peter Wouters RFG, AIAA, ARP, TEP, FLMI,
RHU, CFP, CLU, CHFC, ACS, ALHC, CPCA, CHS, AFSI, EPC -
Founding Faculty Member & Faculty Chair CIEPS
Peter's Bio |
Prescription or Diagnosis: Where is your Focus?
What has made you successful so far? In part, it
is your stored knowledge accumulated over the years and
applied to your work. Experience has increasingly counted
for more. It's given you an edge and speed to respond.
Our rapidly changing world brings ever evolving standards,
expectations and values. Crystallized thinking and
intelligence meets fluid intelligence in an environment
where new applied learning is key to success. Fluid
intelligence involves the ability to reason and think
flexibly, something that becomes more challenging for
clients and advisors alike as we age. Here is a check on
responsive, engaging best practices when dealing with an
aging population and their families.
|
9:00 AM - 10:30 AM
Jim Kibble BBA, CPA, CA, TEP, CEA
Ontario Estate Consulting Solutions Inc.
Jim's Bio
|
"Aunt Millie and Uncle Bob"
Jim Kibble is the founder of ONTARIO ESTATE CONSULTING
SOLUTIONS INC. (www.ontarioestateconsulting.ca).
Jim is a chartered accountant who specializes in fee-only
estate planning for about 100 clients each year across
Ontario and beyond.
Over 20,000 people have heard Jim present his interactive
case study workshop on "Aunt Millie and Uncle Bob"; and the
benefits they lost because they only had one will per
person rather than two wills per person.
Come prepared to learn a lot and to laugh a lot as well. |
10:30 AM - 11:30 AM
Simon Reilly
Leading Advisor Inc.
Simon's Bio |
How To CURE YOUR Shame Of Selling LIFE INSURANCE
Why are the life insurance average policies per
life insurance agent so low when life insurance is integral
to these six components of holistic financial planning?
* Cash Flow
* Financial
* Insurance
* Retirement
* Estate
* Tax
At last count, there were approximately 108,000 life
insurance agents in Canada, and last year, 589,000 policies
were sold, an average of 5.45 policies per agent.
Popular culture has created negative stereotypes and the
belief that a salesperson is inherently:
* Manipulative
* Selfish
* Arrogant
* Unfamiliar With The Truth
* Cold And Calculating
* Only Money Motivated
Life Insurance is a product for which there can be no shame.
When used as intended, it only does good things, not bad,
and changes people's lives when they need help the most.
Financial advisors can fear life insurance more than their
clients because of avoidance behaviors, cultural or family
beliefs, fear of rejection, and self-worth issues, which
they transfer onto their clients. These issues relate to The
Shame Of Selling.
What is the Shame Of Selling and its symptoms? What are the
signs that you have the Shame Of Selling? Where does the
Shame Of Selling come from? How can you cure the Shame Of
Selling and offer life insurance combined with holistic
financial planning?
Do you struggle, or is your success up and down with Shame
Of Selling symptoms that include?
* Avoidance behavior
* Downplaying your success
* Fear of rejection
* Focusing on negative outcomes
* Imposter syndrome
* Negative self-talk
* Reluctance to close
* Self-worth issues
|
11:30
AM - 12:30 PM
Amanda Richards BA, CPCA, EPC,
Director of Business Development and Community Integration
Organization Chartwell Retirement Residences
Amanda's Bio |
Enhancing Communication and Building Trust with
Senior Clients
In this insightful presentation, professionals working with
senior clients will discover invaluable strategies to
enhance communication and cultivate trusting relationships.
Recognizing the unique needs and challenges faced by
seniors, the session explores the art of clear and
empathetic communication.
Attendees will gain practical insights into adapting
language, leveraging non-verbal cues, and patiently
addressing cognitive and physical barriers. Cultural
sensitivity and the importance of tailoring communication to
individual preferences will be emphasized, empowering
professionals to create inclusive and personalized
interactions.
From handling difficult conversations with empathy to
incorporating technology judiciously, this presentation
equips participants with a holistic toolkit for effective
engagement.
Through real-life case studies and interactive discussions,
professionals will leave with the skills to navigate the
complexities of working with senior clients, fostering
meaningful connections and providing enhanced,
person-centered care. |
12:30 PM - 1:00 PM |
Buffet Lunch Provided - Windsor Ballroom |
1:00 PM - 2:00 PM
Bev Evans, CFP, TEP, CIP, EPC
Retired Wealth Advisor, Portfolio Manager, CIEPS Faculty
Member
Bev's Bio
|
Structure Sets You Free
How do you ensure you stay on track as you navigate your
client needs over the course of a busy year? Can you
maintain balance with your personal life and demands? Are
you able to keep your stress level manageable while
delivering great client outcomes and maintaining meaningful
relationships?
Bev shares practical tools, techniques and best practices
gleaned from over thirty years in wealth management. You'll
come away understanding the value of a consistent,
process-driven approach and an appreciation of why structure
sets you free. |
2:00 PM - 3:00 PM
Kevin Brady
Managing Partner, NFP Canada, Chairman and Founder Advica
Health
Kevin's Bio |
Leading Edge Solutions To Protect Your Biggest Asset
- Your Health
In this talk I share my own personal story on how I overcame
life threatening health issues as well as the Top 10
Leading-Edge, Little-Known solutions to protect you and your
family's health.
In this part of the presentation, I share the latest testing
available for cancers heart, inflammation, etc. that are
readily available today.
When the advisor knows this information, they will be in a
better position to properly advise their clients and
prospects as to any additional insurance products that are
required to properly cover then down the road.
|
3:00 PM - 4:00 PM
Jennifer Koshul, EPC
Director of Business Development Ontario Assumption Life
Jennifer's Bio
|
Death And Taxes: Positioning Simplified Issue Beyond
Funeral Expenses
Estate planning specialists have long relied on
life insurance to address end-of-life financial
responsibilities and tax considerations for their clients.
While the concept is crucial, its implementation becomes
significantly more challenging when clients pose higher
insurance risks.
Simplified Issue life insurance products offer comprehensive
estate planning solutions for Canadians with chronic
illnesses. By positioning Simplified Issue for more than
just funeral expenses, advisors can empower seniors to
embrace their futures with confidence and peace of mind,
ensuring a smooth final transition without undue financial
strain.
|
4:00 PM - 5:00 PM
Jim Ruta BA., RHU., EPC, FDFA
Founding Faculty Member CIEPS
Jim's Bio |
Delivering Emergency Financial Advice
Ever been to the Emergency Room and seen how they work?
Amazing really - and when you present with a life-changing
medical condition there is little time to do a full review
of your medical history and the problem is handled quickly
and professionally. Later, when the emergency is over, there
is time to go back and do the full medical review.
A financial situation can be the same. Some of our
prospect's present with what could be life-changing
financial conditions that require immediate emergency
attention because time is of the essence when it comes to
insurance. Top professionals handle these emergency concerns
first and then do additional reviews when the emergency has
been alleviated. It makes perfect sense - to the prospect!
Jim Ruta, FDFA will explain what he calls essential
financial security and how sometimes you must deliver
emergency financial advice to keep the prospect's best
interest at heart. He'll explain what and how so you can
triage your prospects most effectively and do the most
professional job.
|
5:00 PM - 5:15 PM
|
Closing Remarks, Adjourn |
Agenda subject to change
|