Agenda - Monday September 18, 2023


7:45 AM Sharp - 8:00 AM

Your Emcee For The Conference
Introducing Mike Englert BA, B.Ed., EPC - Founding CIEPS Faculty Member, CIEPS Compliance Officer Between 1981 and 2002, Mike developed and marketed insurance and investment products, in both Canada and the United States, for such companies as Manulife, Canada Life and Royal & SunAlliance. During most of his career he focused on the ultra-affluent and 60+ market segments. In 2002, Mike and his wife Joan - both still in their forties and with young children at home - traded in their careers for what has proven to be a very comfortable retirement. Mike is a founding member of both the Canadian and American Initiatives for Elder Planning Studies. He is an accomplished speaker who has spoken at hundreds of diverse events across both Canada and the United States. His talks focus on: the fiscal challenges of an aging population, the financial obstacles in the way of a healthy retirement, and the secrets to effectively marketing to and connecting with the elder population.


*8:00 AM - 9:00 AM*


5 Ways to Market More Life Insurance Now! Uncover Your Prospect's Estate and Financial Planning Needs - Presented by Jim Ruta BA RHU EPC, Fellow of Distinguished Financial Service (TM), President, Advisorcraft Media & SOLIS - School of Life Insurance Selling
Want to sell more life Insurance? A lot more? Now? There has never been a better time to sell life insurance than today. That's if you know the questions and the set up to help your prospects understand and demand what they want. More importantly, if you know how to find great prospects and get good meetings with them without spending hours on the internet, you will have more people to talk to than you thought possible. Then, Jim Ruta will show you what to say and what to do to build your best life insurance business ever. Jim Ruta, former agent and executive manager turned industry thought leader and tactical sales coach has helped thousands of advisors re-energize their life business at global events from Singapore to Warsaw to Toronto - including the Main Platform of the Million Dollar Round Table. As a tactical coach, he's helped many advisors take their business to MDRT's Top of the Table many times over. No one has Jim;s unique perspective on sales success because only he combines the sales secrets of the world's top advisors he coaches with his deep personal insight and experience to help you create sales magic. Ask yourself... If you got one idea from Jim that increased your business by 25% each year - forever, what would that be worth to you? Take advantage of this opportunity to experience the dynamic world of Jim Ruta, a distinguished, international keynote speaker who brings unparalleled expertise and energy to the program. His passion for the Life Insurance Business and its practitioners will inspire you sell more life insurance than you ever thought possible.
Jim Ruta BA RHU, FDFS, EPC


9:00 AM - 10:00 AM


Holistic Tax and Estate Planning - Presented By Dale Barrett, Tax Lawyer, Barrett Tax Law
Dale will discuss the importance of having multiple advisors working together in an interdisciplinary team in order to optimize tax and estate planning for the client. Additionally, he will discuss the various tools that tax and estate lawyers can bring to the table to complement the offerings of other advisors. Some Of The Topics Include: * The interdisciplinary team * The pitfalls of working in a vacuum * Estate planning tools - Wills, POAs and Trusts * Tax reorganizations * Estate Freezes * Section 85 rollovers
Mr. Dale Barrett

*10:00 AM - 11:00 AM*


Unlocking The Full Potential Of Your Portfolio By Incorporating Living Benefits - Presented by Rob Watson & Perry Wong CPA, CA, Combined Insurance
In this presentation, we will provide you with a comprehensive understanding of our company's rich history, our mission, and how to unlock the full potential of your portfolio through the addition of Living Benefits. We will highlight the inherent value that our Living Benefit solutions can provide to your clients, specifically addressing the importance of protecting your client's ability to safeguard themselves financially in the event of accident or sickness. We will share valuable insights and strategies to effectively position and market Living Benefits solutions to your clients. You will learn how to articulate the value and advantages of these solutions, enabling you to expand your book of business and, in turn, increase client satisfaction.
Mr. Robert Watson	Mr. Perry Wong

11:00 AM - 12:00 PM