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

Toronto Chapter

 Upcoming Event Registration

In Depth Underwriting



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




Thursday, April 11, 2019





 President
Robert Fleischacker CLU
 Officers and Directors
First Vice President
Catherine Harman CFP, CLU, CHS
Second Vice President
Treasurer
Tony Kim CFA
Secretary
John Lysack
Membership Chair
Jaclyn Nemethy CHS
Program Chair
Catherine Harman CFP, CLU, CHS
Ya-Ri (Arthur) Wang CFP, CLU, CHS
Professional Development Chair
John Lysack
Public Awareness Chair
Communication Chair
Adrian Altamirano CFP, CIM, FCSI
Best Practices Chair
Kathryn Bennett LL.B,TEP
Professional Conduct Chair
Catherine Harman CFP, CLU, CHS
Advocacy Chair
Nicholas O'Neill CLU, CHS
Financial Literacy Chair
Institute Representative
Michael Camacho CFP,CLU,CH.F.C.,CHS, MBA (FS),FLMI
Sponsorship Chair
Michael Camacho CFP,CLU,CH.F.C.,CHS, MBA (FS),FLMI
GAMA Representative
Graham Bergsma
Totem Pole Chair
Andrew Burgess
Past President
Directors
Administrator
Warren Brown
Jannet Gibson
 Contact Information
Jannet Gibson
 

Toronto@AdvocisChapter.ca
www.advocis-toronto.com