Online Resources
Toronto East 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, May 8th, 2018
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Introduction to Special Risk Products
Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale
416-408-5465 or (c) 416-809-2279
Segregated Fund and their Guarantees for Older Clients
Barry Rubin, Director, Business Development – Ont E & N, Individual Insurance & Investment Products, SSQ Financial Group
416-428-5060
Mike Liem, Regional Sales Director, Ont NE, Canada Protection Plan
416-414-9000
A New Conversation with Every Client
Perry Wong, District Leader, Combined Insurance
416-999-7011
Rick Matchtinger, Sales Leader, Combined Insurance
416-738-3544
Randy Taylor, Keynote Speaker & Coach, Taylormade Leadership
647-262-3853
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
Wednesday, May 9th, 2018
Adam Hussey, Founder, Blendable
1888-569-9399 x102
Joe Flor, Director, National Sales, Equitable Bank
416-570-9996
Karen Henderson, Owner, LTC Planning Network
416-323-1090
Life Planning for People with Special Needs
John Dowson, Executive Director, LifeTRUST Planning
1-800-638-7256 or (c)905-868-7870