Agenda - Tuesday September 19, 2023

BREAKOUT # 5 FROM 2:15 PM - 3:15 PM in Florentine C/D (Main meeting room)

The 10-Minute Life Insurance Lesson That Changes the Conversation

Most advisors struggle to clearly explain the difference between term and cash-value life insurance in a way that truly resonates with clients.

What Will the Advisor Learn from This Presentation?

In this breakout session, Steve Basler will demonstrate a powerful "10-Minute Lesson on Life Insurance" - a simple, visual presentation that clarifies the differences between term and cash-value coverage and positions cash-value life insurance as a strategic financial asset, not just an expense.

Presentation Overview

You'll discover how to:

* Clearly explain term vs. cash-value insurance without overwhelming clients
* Highlight the strategic advantages of cash-value life insurance
* Shift the conversation from cost to long-term value
* Increase client confidence and policy placement

Steve will also introduce the Lifetime Capital Potential Calculator, a compelling tool that reframes how clients view their income - not as annual earnings, but as lifetime capital potential. When clients see the magnitude of their lifetime earning power, the need for protection becomes obvious and urgent. Walk away with two powerful talk tracks you can implement immediately to elevate client conversations, build stronger conviction, and place more coverage with confidence.

Steve Basler

BREAKOUT # 6 FROM 2:15 PM - 3:15 PM in Florentine B (Room behind stage)

AZ Life Coverage Improvements

Our Simplified Issue just got a revamp and we' re back on top with our AZ application offering up to $500k in no medical life insurance. 9 reasons to fall in love with us again. When it comes to illnesses like cancer, diabetes, and cardiac, CPP offers most liberal coverage.

A-Z Life Coverage is designed for both healthy applicants and those who have historically been harder to insure. It requires no medical exams, no financial documentation and no attending physician's statements and it doesn't ask about past declines, ratings, or postponements. Term coverage is available for applicants aged 18 to 70 and permanent coverage for ages 18 to 80, with optional riders and benefits to tailor protection to a family's needs.

AZ Life truly is "Coverage built for real life".

What Will the Advisor Learn from This Presentation?

In this presentation, Ayal will discuss the myths vs the realities of insurance when it comes to hearing the following from clients and prospects:

* It's too hard to qualify
* Life insurance is too expensive.
* My work insurance is enough.
* I'll get life insurance later.

The enhanced A-Z Life Coverage application introduces expanded eligibility criteria and updated look-back periods across several key conditions. These updates expand access to simplified issue coverage for applicants who may not qualify through traditional underwriting.

Presentation Overview

Some of the highlights of this presentation will include:

* Cancer. The eligibility look-back period for most cancers has been reduced from 10 years to five, opening the door for many in remission to optimize their coverage.

*Heart conditions. The cardiac look-back period is reduced from four years to three, so more people with a past cardiac event can qualify for stronger coverage.

* Diabetes. Updated age and treatment-based criteria mean more people managing diabetes, including select insulin users, can qualify for better plan options.

*Other conditions. Expanded eligibility for certain neurological conditions, including some forms of epilepsy and a shorter look-back period for liver disease and chronic or hereditary pancreatitis.

*A streamlined application. Trimmed by almost 20%, it makes for a clearer, faster process.

*Guaranteed Acceptance option. With an upfront opt-in, eligible applicants can proceed through a streamlined application path without answering medical questions. More people qualifying for full coverage. Applicants who might have previously faced a two-year deferral period, may now qualify for coverage that pays in full, from day one.

* More people qualifying for full coverage. Applicants who might have previously faced a two-year deferral period, may now qualify for coverage that pays in full, from day one.

Ayal Alalouf

BREAKOUT # 7 FROM 3:15 PM - 4:15 PM in Florentine C/D (Main meeting room)

BREAKOUT # 8 FROM 3:15 PM - 4:15 PM in Florentine C/D (Behind Main Meeting Room)

The Future of Advisory Workflows: AI-Driven Meetings, Coaching, and Execution with Focal AI

Every client meeting generates value, but in most advisory firms, that value gets lost in manual prep, scattered notes, and fragmented follow-through. Advisors spend hours before meetings building agendas, during meetings taking compliant notes, and afterward reworking notes and delegating tasks to update CRMs and planning tools.

What Will the Advisor Learn from This Presentation?

Focal eliminates this friction. It combines end-to-end meeting automation, browser- based AI agents that self-manage AI notetaking, meeting prep, syncing with CRM and planning tools, and personalized performance coaching powered by Shaping Wealth - the leaders in behavioral finance.

Presentation Overview

In this live walkthrough, attendees will see how Focal automates the entire client lifecycle: pre-meeting, during the meeting, and post-meeting.

The result advisors reclaim time and increase client capacity by up to 30% without adding headcount, powered by AI-driven meeting assistants, performance coaching, and automations with Canadian advisor's tools including Conquest.

John Connell, Founder & CEO