Reverse Engineer the Corporate Estate

Now that you’ve learned about the Family Estate, discover how you can also succeed in the corporate market!

(1 hour)

Key speakers & guests

Mehul Gandhi, CFP, CLU, TEP & Amanda Doucette, EPC

Reverse Engineer the Family Estate

Discover how “curiosity” can be the gateway to success with your clients. Learn about winning strategies that will help set you apart.

(1 hour)

Key speakers & guests

Mehul Gandhi, CFP, CLU, TEP & Dawit Hamilton, BA, CFP, CLU, CHS, TEP

Leaving a Lasting Legacy Using PAR

Discover how you can help your clients leave a lasting legacy by positioning PAR Life in your conversations.

(1 hour)

Key speakers & guests

Jayson Traynor, CFP & John Saikaley

Optimizing your Digital Prospecting

In today’s digital world, keeping up with best practices is more important than ever. This episode will highlight how you can take advantage of resources available at your digital fingertips!

(1 hour)

Key speakers & guests

Domenic Ali, Simran Saini, CHS, Jaqueline Soong, CFP, CLU, Cindy Marques, CFP & Nilani Chelliah, CLU, CHS

5 Dimensions to Prospecting the Perfect Client

Are you looking for a unique approach to prospecting? If so, join us for this episode and discover how you can learn new “tools of the trade” to help grow your business.

(1 hour)

Key speakers & guests

Amy Tong, CLU, CHFC,CHS & Tero Huang, CHS

Be the Beacon for your Business Clients

Learn an interesting perspective on prospecting, giving back to charity, and positioning key products to help you grow your business.

(1 hour)

Key speakers & guests

Vince Pothier & Dan Lomas

Using PAR Life to Grow your Money Tree

Learn how you can use PAR Life as a strategy with your clients looking to achieve the retirement of their dreams.

(1 hour)

Key speakers & guests

Prasoon Srivastava, CLU, CHS & Aris Christodoulou

360° View on Insuring your Retirement

Don’t miss the start of the Discovery Series in 2022. In our first episode, we’ll dive deep on the different sales approaches on how you can position “Optimizing Retirement” using Life & Health Insurance solutions.

(1 hour)

Key speakers & guests

Eric Chevrette

Make your practice a best practice

Don’t miss the Discovery Series year end finale! Join the festivities and learn about a recap of advisor best practices and much more!

(1 hour)

Key speakers & guests

Rehan Bhanji & Mathew Smith

The Sum is Greater Than Its Two Parts

Discover the importance of mentorship and tools on how advisors can set themselves up for success as well as key products to leverage your business.

(1 hour)

Key speakers & guests

Billy Kailla & Dilsharn Sekhon

Pursuit of Retirement

A review of best practices and sales secret on how to prospect using outside the box and unconventional ideas.

(1 hour)

Key speakers & guests

Shawn Bellefeuille, C.F.P

Pandemic Pivot – Health (Episode 2)

Discover how to bring added value to your clients beyond the products with tools and resources available to them.

(1 hour)

Key speakers & guests

Patricia Vigna & Mike Viera

Pandemic Pivot – Health (Episode 1)

Discover the importance of risk management planning as a key element for success and their perspective on the role that life and health insurance plays today.

(1 hour)

Key speakers & guests

Chandran Rasalingam & Chenthuran Ganesh

From classroom to the client

Meet two insurance educators that will share their real life case stories and how it led them to successful careers in insurance within the children’s market.

(1 hour)

Key speakers & guests

Julie Sarkis & Annie Huynh

The ABC’s of prospecting

A review of best practices and sales secrets on how to prospect in the business market with relevant approaches focused on their life cycle.

(1 hour)

Key speakers & guests

Vince Vivona & Phillippe Soulodre

Vacation Property Conversation (Episode 2)

Discover client conversation sales tips and strategies as well as key documents and concepts to help you leverage your estate planning meetings.

(1 hour)

Key speakers & guests

Christina Nishiyama & Aris Christodoulou

Vacation Property Conversation (Episode 1)

A review of estate planning conversations with your clients, how to prospect, and capitalize on this market.

(1 hour)

Key speakers & guests

Mike Vieira & Ian Gawel