2023 Conference & AGM

Workshop

Tuesday, May 9 @ 11:00 am – 12:00 pm ET

Unleashing the potential of Wage Loss Replacement Plans

In this session, attendees will better understand the untapped potential for selling income replacement/disability insurance. Topics include specific areas where demand is the highest, revealing new untapped markets.

Emphasis will be placed on wage loss replacement plans (WLRP) with an introduction to “The New Essential Canadian Guide to Wage Loss Replacement Plans” including turn-key tools to make selling easier. It will also include technical training on wage loss replacement plans and a summary of innovative research being done by the CALU Living Benefits Issue Group.

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

Scott Beckett, MBA
President
Edgewater Financial Group
Chris Ireland, CPA, CA, TEP
Senior Vice-President, Planning Services PPI Advisory
Terry Zavitz, CLU, GBA, CHS, CFP, TEP, CEA, EPC
President
Zavitz Insurance & Wealth Inc.

TICKETS

Symposium Registration