Online Resources
Caesars Windsor 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, November 6th, 2018
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Video: Term Plus: A Multi-Purpose Solution
Michael Hamel, Director, Business Development, Ontario West, Individual Insurance & Investment Products, SSQ Financial Group
416-209-9635
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
Prospecting Your Way to Success
Don Xavier, Motivational Speaker, Don Xavier Global Motivation
416-562-9780
Real Estate as an Active Asset in Your Clients Portfolio
Beau Banerjee, Business Development Consultant, Chatham, Sarnia & Windsor, Manulife Bank
519-601-1019
Wednesday, November 7th, 2018
- Professional Responsibility
- Foresters Financial
- Illness not Attitude
- Robert Gignac
- Combined Insurance
- CPP
- Desjardins
Shawn Hughes, Brokerage Manager, Ontario, Foresters Canada
647-465-6867
Pete Somers, Regional Sales Manager, Ont SW, Equitable Life
519-500-7537
A New Conversation with Every Client
Perry Wong, District Leader, Combined Insurance
416-999-7011
Rick Machtinger, Sales Leader, Juggernaut Financial
416-738-3544
Melanie McCallum, Regional Sales Director, Ont SW, Canada Protection Plan
416-447-6060 x359 or c)647-627-2995
JOHN JOHNSTONE, RHU, Regional Sales Director, Individual Life Insurance, Desjardins Insurance
226-751-4051
