Canada Life Day - Ottawa

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Holiday Inn and Suites Kanata

101 Kanata Avenue

Ottawa, ON K2T 1E6

Canada

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Event description
Join us for Canada Life Days, featuring product and business development sessions designed with you in mind.

About this Event

Canada Life Day - Ottawa - CE Credits are available upon approval

AGENDA

12:00 - 12:30 p.m. Lunch and registration

12:30 - 12:40 p.m. Welcome

John Foster - PSC Regional Vice-President

12:40 - 1:40 p.m. Evolution of our insurance product shelf

Andrew McKeown - Regional Sales Manager, Insurance

During this session we’ll take a deep dive into how our insurance product shelf has evolved over the past year. Learn more about new products, features and strategies to use when talking to clients about insurance product solutions.

1:40 -2:40 p.m. The new Canada Life shelf - building an industry leading wealth platform

Matthew Stegmann - Regional Sales Manager, Wealth

You’ll leave this session with an understanding of:

• The new Canada Life shelf

• The benefits the new fund shelf has for your business and clients

• How we’ll start to move towards a new single shelf of Canada Life segregated funds

• The process behind the creation of the new shelf

• How the future looks when compared to competitors and our existing fund shelves

2:40 - 2:50 p.m. BREAK

2:50 - 3:45 p.m. Early cash value life insurance for businesses and investors

Fred Kyriazis - Wealth & Tax Planning Consultant

Accessing policy cash values for investing: collateral loans and policy loans

During this session you’ll learn:

• How early cash value policies produce strong financial statements.

• The benefits of early cash value policies for businesses and investors by comparing accessing the cash value for a business or investment purposes through

1) a bank loan and 2) a policy loan.

• The differences of these two types of borrowing from following perspectives: interest deductibility, the life insurance collateral deduction, policy taxation, capitalizing interest, interest rates, financial underwriting and credit to a corporate policyowner’s capital dividend account.

3:45 - 4:30 p.m. Real people, real claim stories

Cecilia De Bold - Advanced Planning Strategist, Living Benefits

In this session, you’ll hear the stories of four real claimants with Canada Life, and how critical illness insurance significantly improved their care, recovery and financial health. For each client, you’ll learn about the financial planning strategy and how it helped ensure these clients were able to recover on their terms while maintaining their standard of living and financial health. You’ll leave feeling empowered to make a meaningful difference in client lives.

Date and Time

Location

Holiday Inn and Suites Kanata

101 Kanata Avenue

Ottawa, ON K2T 1E6

Canada

View Map

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