2023 Conference & AGM


Monday, May 8 @ 11:00 am – 12:00 pm ET

MythBusters: Living benefits is not that scary

Living benefits is typically a forgotten and pushed aside conversation. Advisors who focus on living benefits understand the importance and the greatness of it but why does the rest of the advisor community not think the same way? Hard underwriting? Costly premiums? Difficult to understand definitions?

The LB Issue group wants to assist you in feeling comfortable incorporating it into your practice. We will provide great insights, answer questions from advisors who stay away from it and take questions from the audience to tell our expert panel what they are afraid of.

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) –


Jeffrey Wilson
Secretary-Treasurer, CALU Board of Directors; Managing Partner
Sabre Strategic Partners
Samuel Waxman, CLU, CFP, CHS, CEA
Life and Living Benefits Insurance
Waxman Planning
Justine Zavitz, CLU, CFP, CHS, GBA
Vice-President & Advisor
Zavitz Insurance & Wealth Inc.


Symposium Registration