8:30am – 9:00am - Registration & Breakfast
9:00am – 9:30am - Welcome Remarks - John Lutrin, Executive Vice President & Chief Marketing Officer, HUB Financial Inc.
9:30am – 10:30am - Tony Gordon
"Simple Steps to Big Production - Part 1"
Tony will show the steps he has taken to consistently achieve M.D.R.T.’s Top of the Table qualification – the easily transferable sales techniques he uses and his methods of ensuring advisers have more referrals than they can possibly see.
10:30am – 10:45am - Break
10:45am – 11:30am - BMO - Dr. Sherry Cooper, Executive Vice-President and Chief Economist
"Recovery Continues... Soft Patch"
The global economic outlook is clouded by risks, including those caused by Europe's sovereign debt problems, Japan's shaky recovery from the devastating effects of the March earthquake, and high food and energy prices, all which have dampened the recovery in North America. Although these risks have eased, they cooled the recoveries in Canada and the U.S. Consumer spending in both countries has chilled, and although cost-cutting during the recession helped businesses generate strong profits, corporations are setting aside more cash again until the economic recovery firms. The uncertain environment has forced the Bank of Canada and the U.S. Federal Reserve to maintain current easy policies for an extended period.
Dr. Sherry Cooper will discuss the economic and financial outlook for Canada and the U.S. against this backdrop of important cross-currents.
11:30am – 12:15pm - RBC - Herb Huck, Vice President, Advanced Marketing and Distributor Relationships
"Succession Planning for Small and Mid-Sized Businesses"
Herb will cover the realities and potential pitfalls that every business-owner faces when it comes to realizing fair value for their business, and how the odds of doing so are stacked against them without a well structured and thought out succession plan.
12:15pm – 1:00pm - Lunch
1:00pm – 1:30pm - Panel Discussion - Meet the Management…
Members of HUB Financial’s Executive and Senior management team face the audience in a panel-type format to answer questions, address comments or concerns, provide insight into HUB and the direction its heading, share opinions about the industry and prevailing trends that affect us all. Feel free to raise your questions in a “town-hall” style forum, that will be enlightening, entertaining and provide you the opportunity of hearing about HUB’s strategic objectives from those at the helm.
1:30pm – 2:30pm - Transamerica - Joe Kordovi, Vice President and Pricing Actuary
"Current Trends in Life Insurance "
The Canadian Life Insurance industry is currently undergoing significant changes that are affecting consumers and advisors . Recent news regarding changes to level cost of insurance are not a surprise to many who have noticed the signs. What are the signals we see today that will affect the future of Life Insurance?
2:30pm – 2:45pm - Break
2:45pm – 3:30pm - Tony Gordon
"Simple Steps to Big Production - Part 2"
Tony will show the steps he has taken to consistently achieve M.D.R.T.’s Top of the Table qualification – the easily transferable sales techniques he uses and his methods of ensuring advisers have more referrals than they can possibly see.
3:30pm - Draw Prizes & Closing Remarks