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
Leveraging AI in Your Practice
Emile McLean, Principal, Client & Method
9:50 AM
Break
10:05 AM
Compliance Discussion
Kim Moffat, VP Insurance Compliance, HUB Financial Inc.
10:50 AM
Planning Beyond Guarantees
Charu Mathur, Senior Sales Consultant, Wealth Solutions
11:35 AM
Closing
11:40 AM
Lunch
