Online Resources
Toronto Pearson 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, December 18th, 2018
- Crossing the Line
- Cumberland PWM
- Bill Bishop
- Dental Benefits
- Combined Insurance
- LTC PN
- Don Xavier
- Email Marketing
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Tax & Estate Planning at Cumberland
Meghan Davis, Tax & Estate Specialist, Cumberland Private Wealth Management Inc
613-417-1104
Bill Bishop, CEO, Bishop Communications
647-436-8829 x101
A Dental Benefits Program that Works for Everyone
Angelo Mantzios, Senior Financial Consultant, The Financial Strategies Group
905-501-9090
A New Conversation with Every Client – Prepare for the Unexpected
Rick Machtinger, Sales Leader, Combined Insurance
416-738-3544
Karen Henderson, Owner, LTC Planning Network
416-323-1090
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, December 19th, 2018
- Professional Responsibility
- The Personal Coach
- Hunter McCorquodale
- Robert Gignac
- CPP
- Why You Marketing
- Equitable Life
Bob King, Business Coach, The Personal Coach
519-576-2262 x6
Introduction to Special Risk Products
Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale
416-408-5465 or (c) 416-809-2279
Taking Simplified issue to the MAX!
Ayal Alalouf, Regional Sales Director, Central Ont, Canada Protection Plan
416-569-6494
Building a Stronger Investment Portfolio with Equimax Participating Whole Life
Martin Lydon, Regional Sales Manager, Equitable Life
647-298-2281
