Advocis Greater Niagara: Business Over Breakfast with Equitable Life

Business Over Breakfast with Equitable

• Wednesday, February 8, 2023
• 9:00 A.M to 11:00 A.M. (Eastern Time)

Come join us as we kick off the year with David Hutchison and Tracy Heath from Equitable Life for this virtual Business Over Breakfast event!

Tickets:

As a benefit of membership Advocis Members are able to attend "Business Over Breakfast with Equitable Life" at a complimentary rate . During the checkout use your Advocis ID as the promotional code to unlock the discounted member rate.

• Member: FREE
• Non-Member: $20.00
• Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.

Registration ends Tuesday, February 7, 2022 at 12:00 P.M. (Eastern Time)

Presentations:

Legacy Planning Using a 1-Pay Strategy – the All Inclusive Approach to Life Insurance

Presented by David Hutchison

• While most insurance policies are set up as a “Pay As You Go” structure, there are opportunities for Advisors to provide their clients with a Single Pay Option.
• Find out how the “All Inclusive” approach can help your clients while also building your business with two sales.

Sustainable Investments

Presented by Tracy Heath

• Sustainable investing allows clients to invest in ways that might align with their values, based on ESG - Environment, Social, Governance.
• This presentation will explore how sustainable investing has the potential to minimize risk and improve returns over the long term.

CE Requirements:

This event is approved for 2.0 CE Credits by The Institute. To be eligible to earn any CE from this event, you must:

1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate.
• If you have forgotten your Advocis ID, please click here to recover.
• If you do not have an Advocis ID number please complete this form to request one.

• If you would like to be extended the member pricing, please join.

Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.

Presenters:

David Hutchison

Regional Life Sales Manager in Southwestern Ontario | Equitable Life

After a 2-year stint as a sports broadcaster covering the OHL hockey and local sporting events in the KW, Guelph and surrounding areas, David began his career in the industry in October of 2009, joining Foresters Financial. After 12 years at Foresters, David joined Equitable Life in February 2021 as the Regional Life Sales Manager in Southwestern Ontario with a focus of supporting the advisors and MGAs in the region, while partnering to help grow their business with the strong product offering, immense resources, and unique structure that Equitable Life provides.

Tracy Heath CEA

Regional Investment Sales Manager | Equitable Life of Canada

Tracy Heath is the Regional Investment Sales Manager, Southwest Ontario with Equitable Life who brings almost 30 years of investment experience with her. Tracy started in the industry as a financial consultant/stock-broker with a major investment firm, building a successful practice. With this experience, Tracy offers some unique insights and ideas to grow your book of business. During the past couple of years, Tracy has completed her Life, Transition & Business Coach certification, she has become a Certified Positive Psychology Practitioner and is also a Certified Meditation & Mindfulness Instructor.

In her spare time Tracy is a triathlete who’s competed with Team Canada in Australia for her age group, and also enjoys long-distance cycling & paddleboarding. Whether it’s finding ways to build your business, change your path or streamline processes, Tracy is helping many people see opportunities to achieve their goals.

Questions:

If you have any questions or concerns regarding this event, please reach out to the Advocis Greater Niagara at: GreaterNiagara@AdvocisChapter.ca.