2024 Conference & AGM

Workshop

Monday, May 5 @ 11:00 am – 12:00 pm ET

Next Generation Wage Loss Replacement Plans (Living Benefits)

Following last year’s AGM session on Wage Loss Replacement Plans, this presentation dives deeper into the tax advantages, outlines work done to get buy-in from companies who underwrite the group and individual disability insurance products that form part of a Wage Loss Replacement plan and reviews a new Wage Loss Replacement Plan design document template for use with clients.

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) –

Speakers

Terry Zavitz, CLU, CFP, CHS, TEP

President
Zavitz Insurance and Wealth Inc.

Scott Beckett, CLU
President
Edgewater Financial Group
Russell Shaw

Senior Director, Individual Life and Health New Business Operations
RBC Insurance

Mike Sim
Director and Chief Underwriter of Living Benefits
Canada Life

TICKETS

2024 Conference & AGM Registration