2024 Conference & AGM


Tuesday, May 7 @ 2:30 pm – 3:30 pm ET

Maximizing Disability Opportunities – Beyond the Boundaries of Traditional Carriers

Disability insurance is often overlooked due to its inability to accommodate HNW clients. What if we could help you make it more profitable and technical?

Profitability comes from realizing outside of traditional insurers, where the boundaries of possibility lie. Examples of cases include high limits, medical and lifestyle issues, travel, residency, avocations, and the overall ability to create an entirely new product based on an individual’s specific situation.

This session will focus on multiple opportunities including but not limited to high limit income replacement, key person, buy-sell, loan collateral and alternative GSIs.

CE Credits

The following list of CE credits available, subject to course approval (T = tentative)

  • Institute for Advanced Financial Education (Advocis) –
  • FP Canada –
  • Alberta Insurance Council –
  • Insurance Councils of Saskatchewan –
  • Insurance Council of Manitoba –
  • Chambre de la sécurité financière (Québec) –


Sophie Strezos-Egnatis, CLU

Hunter McCorquodale

Jarrett Zavitz, B. Sci, CFP, CLU, PFA, CEBS

Zavitz Insurance and Wealth Inc.

Chris Riddell, CLU, CHS
Wise Riddell Financial Group


2024 Conference & AGM