Monthly Archives: September 2021

Advocis Coffee Talks - Bruce Empringham
September 30, 2021

Edition 38 – Dr. Bruce Empringham

Asking the Right Questions in Field Underwriting In this edition of Coffee Talks, Dr. Bruce Empringham, Vice President and Medical Director at Canada Life provides statistical insight into claim coverage, discusses some of the latest hot topics in insurance, and introduces you to the conversations you need to have with clients about how they are treating and dealing with some of the most common medical conditions you may encounter as an advisor.

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Advocis Coffee Talks with Jeff Stanzel
September 14, 2021

Edition 37 – Jeff Stanzel & Steve Kambasis

Asking the Right Questions in Field Underwriting In this edition of Coffee Talks, Jeff Stanzel, Director, Business Development – Ontario of PPI and Steve Kambasis, VP & Chief Underwriter, Canadian Business of Exam One present a templated process that can help advisors navigate the overwhelming and sometimes frustrating process of field underwriting.

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Advocis Coffee Talks with Caldwell Securities
September 2, 2021

Edition 36 – Jennifer Radman

Quantamental Investing – Leveraging the Best of Both Worlds In this edition of Coffee Talks, award-winning Portfolio Manager Jennifer Radman of Caldwell Investment Management walks advisors through a Quantamental approach to investing – a unique process which leverages the best of fundamental common sense and quantitative discipline that will lead advisors to the best investments for clients.

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