Online Resources
Bowmanville Financial Planners Forum
Thank you for attending our Financial Planners Forum. Our hope is to provide you with relevant education for the industry, for your business, and for your clients.
These online resources are a way to allow you to review the presentations that were performed for you at the event. This is a major part of our commitment to ensure that the information provided to you at the event remains relevant to you long after our event ended.
Presentations and Contact Info
In the table below you will find a PDF version of the exact presentation that was made to you at our event. Please note that some of these pages may look “messy”. This could be a result of layers and animations that PowerPoint makes look “neat”. If you would like a clean version of these slides, it is recommended that you contact the presenter directly.
Tuesday, December 4th, 2018
- Crossing the Line
- Email Marketing
- Blendable
- Robert Gignac
- Combined Insurance
- Don Xavier
- Hunter McCorquodale
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Email Marketing in the CASL Era
Alan Hoffman, President, CE-credits.ca Inc
See Cyberimpanct Pricing and Try Cyberimpact for FREE with up to 250 Emails
416-666-1981
A New Conversation with Every Client
Perry Wong, District Leader, Combined Insurance
416-999-7011
Rick Machtinger, Sales Leader, Juggernaut Financial
416-738-3544
Prospecting Your Way to Success
Don Xavier, Motivational Speaker, Don Xavier Global Motivation
416-562-9780
Introduction to Special Risk Products
Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale
416-408-5465 or (c) 416-809-2279
Wednesday, December 5th, 2018
RBC Disability Insurance & Onward
Click Here for Michael Landsburg Video
Eric Normandin, Sales Consultant – Life and Living Benefits, RBC Insurance
613-449-9127
Attracting and Retaining Clients with CPWM
Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc
613-929-4511
Mike Liem, Regional Sales Director, Ont NE, Canada Protection Plan
416-414-9000
Karen Henderson, Owner, LTC Planning Network
416-323-1090
Life Planning for People with Special Needs
Click here to watch a Video of this presentation
John Dowson, Executive Director, LifeTRUST Planning
1-800-638-7256 or (c)905-868-7870