Navigating Care When It Matters Most

This presentation explores the human side of healthcare navigation and the critical role that advocacy, empathy, and coordinated support play when individuals and families face serious illness. Through the real-life journey of a physician who became a patient, the session highlights the challenges of navigating a fragmented healthcare system, the emotional, financial, and family impacts of major health events, and the importance of proactive planning before a crisis occurs. Advisors will gain insight into the value of healthcare navigators, second medical opinions, holistic care, and patient advocacy, while learning how financial preparedness, appropriate insurance solutions, and compassionate guidance can help clients navigate complex medical journeys with greater confidence, resilience, and peace of mind.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! COMING SOON! Full presentation time: 46m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 General credit * CIRO (MFD)- 1 Professional Development credit (in bundles) * CIRO (ID)- 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * AIC - 1 A&S credit (in AIC bundles & webcasts) * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Dr. Tracey Parnell

Canadian family physician and Chair for Primary Care and Rural Medicine, Teladoc Health Canada. Assistant Clinical Professor at the University of British Columbia Previously the Research Evaluation and Quality Improvement Sector Lead for the Rural Coordination Centre of BC, which works on behalf of the Joint Standing Committee, an entity that advises the BC government and the Doctors of BC Clinical and research work includes restorative reproductive health, particularly PCOS and endometriosis, focusing on addressing underlying issues contributing to fertility She’s spent her career improving access to care for underserved communities… But in her 30s, she experienced the healthcare system in a completely different way— as a patient. And that experience reshaped everything. Her perspective. Her purpose. And her mission to help people navigate care when it matters most.

About the Presenter: Reh Bhanji

Reh Bhanji, CFP, CLU is a National Best Practice Leader with Desjardins and has been instrumental in coaching sales teams across Canada to reach new levels of sales performance. He has been employed with Desjardins Insurance for over 22 Years. He has been a Platform Speaker at the 1st Canada Sales Congress in Toronto, Canada. You can catch Reh, hosting The Discovery Series Webcasts & Discovery Series Unplugged Podcast where some of the best sales ideas are shared with Top Performing Advisors in the industry!!!