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)

Underwriting Diabetes with Foresters Financial's Simplified Issue products

Diabetes is one of the most common impairments advisors encounter - and one of the most misunderstood when it comes to underwriting.

What Will the Advisor Learn from This Presentation?

Whether you're working with Type 1, Type 2, or pre‑diabetic clients, you'll leave with practical underwriting insights, smoother case‑placement strategies, and a stronger ability to serve a growing segment of the market. This is your chance to turn a common underwriting challenge into a consistent sales opportunity.

Presentation Overview

In this session, we'll break down exactly how Foresters Financial approaches diabetes within its Simplified Issue product lineup, giving you the clarity and confidence to place more business, faster.

Join me to learn how we underwrite diabetes with our Simplified Issue products and ways to provide your diabetic clients an insurance solution.

During the session you will learn our product features, sales processes, and the tools you need to submit a case, including a demonstration of our website and sales software.

Ayal Alalouf

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

Glenn Freeland CPCA, EPC

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