Online Resources

Cambridge Financial Planners Forum Webcast

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, October 23rd, 2018

Crossing The Line

Alan Hoffman, President, Inc


Life Insurance Policy Review & the Charitable Advantage

David Hutchison, Director of Sales, Ontario, Foresters Canada


Empowering You to Focus on What Matters Matters Most

Adam Hussey, Founder, Blendable

1888-569-9399 x102

Surviving at All Costs: The Case for CI Insurance

Mike Amo, Director of Sales, Ontario, Industrial Alliance


A New Conversation with Every Client

Perry Wong, District Leader, Combined Insurance


Rick Machtinger, Sales Leader, Juggernaut Financial


Illness not Attitude

Pete Somers, Regional Sales Manager, Ont SW, Equitable Life


Engaging Executors Crucial to the Greatest Wealth Transfer in History

Mark O’Farrell, President, Canadian Institute of Certified Executor Advisors (CICEA)


(c ) 416-399-4078

Wednesday, October 24th, 2018

Professional Responsibility Applied!

Alan Hoffman, President, Inc


Prospecting Your Way to Success

Don Xavier, Motivational Speaker, Don Xavier Global Motivation


Attracting and Retaining Clients with CPWM

Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc


A Peek Inside Your Clients Mind

Robert Gignac, Author, “Rich is a State of Mind”


Introduction to Special Risk Products

Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale

416-408-5465   or   (c) 416-809-2279

Underwritiing Diabetes

Melanie McCallum, Regional Sales Director, Ont SW, Canada Protection Plan

416-447-6060 x359   or   c)647-627-2995

Standing Out with Creative Marketing Ideas

Larry Hoover, Why You Marketing