7:45 AM
Breakfast
8:15 AM
Welcome
Mona Wahab-Standaert, Chief Sales Officer, HUB Financial Inc.
8:20 AM
Best of Both Worlds: Maximizing Client Value with Par and Universal Life
Lynn Lin, AVP and Marketing Actuary, Insurance Solutions Enablement, Sun Life
9:05 AM
The Capacity Problem: AI and Technology Strategies for the Financial Advisory Practice
Emile McLean, Founder and Principal, Client and Method
9:50 AM
Break
10:05 AM
If It Isn’t Documented, It Didn’t Happen.
David Mendes, AIRC, Director, Insurance Compliance, HUB Financial Inc.
10:50 AM
Planning Beyond Guarantees… In Seg Funds We Trust!
Charu Mathur, CLU, Senior Sales Consultant, Wealth Solutions, RBC Insurance
11:35 AM
Closing
11:40 AM
Lunch
