Online Resources
Casino Rama 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, June 12th, 2018
- Crossing the Line
- Industrial Alliance
- Robert Gignac
- Emotional Intelligence
- Combined Insurance
- HomeGuard
- Building Blocks
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Surviving at All Costs: The Case for CI Insurance
Mike Amo, Director of Sales, Ontario, Industrial Alliance
416-528-1360
Building Relationships with Emotional Intelligence
Matthew Asser, President, Asser Incorporated
905-213-4714
A New Conversation with Every Client – Prepare for the Unexpected
Rick Machtinger, Sales Leader, Juggernaut Financial
416-738-3544
Helping Your Clients Reclaim Their Life
Larry Hoover, Founder, HomeGuard
1800-799-9040
www.HomeGuardInventory.com
Wednesday, June 13th, 2018
- Professional Responsibility
- Email Marketing / CASL
- Randy Taylor
- Blendable
- CPP
- LifeTRUST Planning
- Credit Score
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
Randy Taylor, Keynote Speaker & Coach, Taylormade Leadership
647-262-3853
Mike Liem, Regional Sales Director, Ont NE, Canada Protection Plan
416-414-9000
Life Planning for People with Special Needs
John Dowson, Executive Director, LifeTRUST Planning
1-800-638-7256 or (c)905-868-7870