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Breakout Overviews
#1 1:30 PM – 2:20 PM Main Meeting Room – Florentine
C/D A Refreshing NEW Look at Living Benefits That Will Increase Your Book of Business The current landscape of the Insurance Industry is very limited. There is a huge variety of Life Insurance products from many insurance providers. However, there is very few choices available to financial advisors in the Living Benefit landscape. Most advisors are not actively offering disability due to income qualification issues, long waiting periods and occupational rating and restrictions. Critical illness is primarily offered to young, healthy individuals with healthy family medical histories. The choice of living benefits is limited. There is a real need for new and innovative living benefit products. In this presentation, you will learn how to introduce new and unique Living Benefit solutions to your clients and prospects financial and estate planning process. Perry will go over the following in this presentation: Accident and Sickness Insurance
* No Income Proof : No job required for coverage
Daily Benefit Critical Illness Insurance
Critical Illness Insurance
#2 1:30 PM – 2:20 PM - Florentine B Room
Tax Planning for Financial
Advisors
#3 2:30 PM – 3:20 PM Main Meeting Room –Florentine
C/D
The Bots Are Coming (For Your Clients).
#4 2:30 PM – 3:20 PM
Florentine
B Room The Best Kept Secret in the Insurance Business! Taking Your Practise to the Next Level with FaithLife Financial. Did you know that FaithLife recently decided to open up their products to Brokers? You now have another option to discuss with your clients and prospects. Corporately we felt that the timing was perfect to make this change, as we know we have great products, competitive rates, solid results AND a grow-to-give company. By helping your clients plan, protect and invest wisely, we can all live more generously. Reinvesting a portion of our corporate earnings for member benefits and the causes members care about is how we pay it forward. Action is the key. What we do is who we are. In this presentation, we will discuss the following points: *
A comprehensive introduction to FaithLife Financial
#5 1:30 PM – 2:20 PM - Main Meeting Room –
Florentine C/D Financial Advisors will learn to win in the hyper-competitive environment using advanced estate planning strategies. Supercharge Your Prospecting with Estate Planning Attract More HNW Referrals and Introductions through Estate Planning Integrate Tax-Efficient Estate Planning into Your Practice Master the "Estate Planning Process" Learn the Art of Intergenerational Wealth Transfer Strategies Gain Wealthier Clients with Estate Planning
#6 1:30 PM – 2:20 PM - Florentine B Room A Better Way to Do Business…Part 2: Process is Power With the advancement of technology, the way in which we sell life insurance is changing. New markets are emerging along with very different preferences on how they choose to purchase goods and services. In the presentation ‘Harnessing Technology, Unleashing Potential’, we will look at the generational insights that are driving these changing preferences. Take a deep dive into Canada Protection Plan’s new process driven features that allow advisors to revolutionize the way they sell life insurance. With technology on their side and the latest tools such as the Advisor Assist Program, Client Portal and Electronic ChatBot, advisors can now pursue new opportunities for growth. With these great new features from Canada Protection Plan, it is time to do business better!
#7 2:30 PM – 3:20 PM Main Meeting Room – Florentine
C/D Navigating Succession for Advisor Practices What options do you have for succession planning to maximize the value of your business? How can you incorporate your own DB pension to maximize value in a liquidity event for your business? What are the strategies for enhancing value drivers in your business to ensure you receive an appropriate price for your years of hard work?
#8 2:30 PM – 3:20 PM - Florentine B Room We have witnessed a shift in the last 25 years for institutional and high-net-worth individuals to allocate a growing proportion of their portfolio to alternative investments such as real estate, private equity, venture capital, hedge funds, and real assets. These investments can help achieve portfolio diversification and can react differently to macroeconomic market activity and in combination may smooth overall portfolio returns. Our Core + Explore approach offers both Portfolio Manager's that are matched with clients for their specific investment objectives and risk tolerance along with the potential for clients to further diversify into our private capital investments which provide unique access to private companies for risk adjusted returns from equity, debt, growth and income. CORE: Raintree has developed relationships with numerous Portfolio Managers across Canada. Not all Portfolio Managers are alike, many have unique or specific strategies. There are many advantages to working with a Portfolio Manager as opposed to a retail investment manager. Portfolio Managers have a fiduciary duty to act with care, honesty and good faith in the best interest of their clients. Therefore, all investment decisions must be independent, thus preventing conflicts of interest. This results in a higher level of trust between Portfolio Managers and their clients. All Portfolio Managers, and the firms they work for, must be registered. In order to become registered, they must meet strict financial reporting, capital and insurance requirements and the individual Portfolio Managers are required to have a high level of education and experience in the investment industry. Portfolio Managers charge a fee based on a percentage of the investments they manage. This fee is transparent and typically less than retail management and distribution costs. The fee is listed on client statements and usually goes down as a percentage of your portfolio as your assets grow. The fees are not a commission that is based on the volume of buying or selling investments and can be significantly lower than standard mutual fund fees. EXPLORE: Alternative investments are not at the periphery anymore – they have become more mainstream. With the introduction of recent regulations, private investments are now available to more than just institutional investors and high-net-worth individuals. Though our investments may not be suitable for everyone, they generally complement most portfolios. Selected properly, their diversifying benefits can protect downside risk and enhance returns, which is one reason why sophisticated investors have been using alternative investments for many years. Case study review of Newlook Capital Industrial, New Look Capital Dental and Make Space Capital self storage, private funds that are consolidating portfolios of recession resistant businesses in an environment that is well suited for their strategies. INSURANCE: Raintree is now offering a suite if insurance services for their advisors across Canada
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