Enhancing the professionalism of financial advisors in the best interests of the consumer

Event information for Toronto


 Event Detail
Organized by: Chapter     
Event Title: In Depth Underwriting  Event Type: Seminar 
Date/Time
Start: 4/11/2019 End: 4/11/2019 Start Time: 7:30 AM End Time: 10:30AM
Description:



Underwriting  remains a cornerstone of the life insurance process. Join us for a look at how predicting mortality continues to change as well as a look at hot topics and tips for how to fine tune your practice from a risk selection standpoint.


Topics covered will include some of the new and exciting events going on in the insurance space, including marijuana, the handling of transgender individuals, claims with physician assisted dying and all of the new talk about data and the importance of the application. 


We will also talk about the handling of claims in the industry and have time for questions and discussion of underwriting of some common conditions.


Agenda

7:30 AM – Registration and Breakfast

8:00 AM - Welcome 

8:15 AM – Romeo Vitagliano

9:15 AM – Dr. Bruce Empringham

10:30 AM - Closing Remarks and Adjournment




 
Agenda:

Agenda

7:30 AM – Registration and Breakfast

8:00 AM - Welcome 

8:15 AM – Romeo Vitagliano

9:15 AM – Dr. Bruce Empringham

10:30 AM - Closing Remarks and Adjournment


 
CE Credits: 2.0 
Speaker
Biography:
 

Dr. Bruce Empringham is a family doctor with 27 years experience in the insurance business. He works with Great West Life, London Life and Canada Life where he is responsible for medical claims and underwriting for CI, DI and life coverage.  


Romeo Vitagliano started as a life insurance agent nearly 40 years ago, since then he has held increasingly senior underwriting positions throughout his career. He is currently Vice-President, Advanced Underwriting for PPI, where he and his team focus on high-net worth business, employing a number of strategic underwriting initiatives while working closely with advisors, carriers and reinsurers.


 
Location Richmond Hill Country Club
8905 Bathurst Street
Richmond Hill, ON L4C 0H4
Contact Jannet Gibson

toronto@advocischapter.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->        
For Member: $40.00 $55.00 $   
For non-member: $50.00 $70.00 $