Coffee Talks

Busting the Myths of Retirement Planning In this edition of Coffee Talks, Peter Wouters, Director, Tax Retirement & Estate Planning Services at Empire Life explored myths around retirement planning and shared information to provide to your clients.

(Special 40-Minute Episode) In this edition of Coffee Talks, Advocis welcomed a panel of financial services leaders to discuss the impact of COVID-19, the lessons learned, and how they plan to move forward.

Financial Underwriting: Does it Make Sense? In this edition of Coffee Talks, Susan Kerr, Director of Special Case Operations at Manulife walked Advocis members through the basics of financial underwriting as it relates to income protection, after which she moved on to advanced concepts like estate considerations, key person and business valuation, charitable giving, and tax sheltering.

Maximizing Value in a New Era In this edition of Coffee Talks, John Novachis, Executive Vice President at Investment Planning Counsel and Sam Febbraro, Executive Vice President at Investment Planning Counsel walk through how your perspective as an advisor can change to better accommodate the shifting desires of clients, including enhancements to your digital offerings, understanding the experience economy, and ensuring that succession planning takes all of this and more into account.

Know Your (Senior) Client In this edition of Coffee Talks, Jennifer Moir, EPC, CRTS, CHS of Age Well Solutions introduces advisors to the unique nuances of the senior client, including how to create personalized and meaningful profiles through essential conversations, thoughts on the most vital resources from within your network to draw upon, and the most important ways in which you can add value.

Life Insurance Strategies with a Philanthropic Advantage In this edition of Coffee Talks, Mark Halpern, CFP, TEP, MFA-P introduces the concept of the Accidental Philanthropist™, and explains how life insurance donations can create a path for legacies to become as beneficial as possible to the charities, causes and family members they were created to serve.

Business Growth and the Family Inventory In this edition of Coffee Talks, Rehan Bhanji, CFP, CLU, National Practice Leader at Desjardins and Mathew Smith, FCIA, FSA, Regional Vice President of Individual Insurance Sales at Desjardins introduced the conversation, sales opportunities and life events surrounding the use of a comprehensive inventory process to create better outcomes in the development of estate plans.

Make Change that Counts: Building Financial Resilience in an Increasingly Digital World In this special edition of Coffee Talks, Dr. Supriya Syal, Deputy Commissioner of Research, Policy, and Education at the Financial Consumer Agency of Canada (FCAC) introduces financial advisors to their 2021 – 2026 National Financial Literacy Strategy and provide advisors with insights on the role that they can play in making change that counts.

Process: Your Key to a Successful Succession In this edition of Coffee Talks, Tony Bosch, CFP, CLU, CH.F.C, CHS, MFA, Executive Vice President, Broker Development at HUB Financial introduces a proven and methodical process which can help advisors understand what they truly want and need from their succession/transition plans so that they can achieve results.

Leveraging Life Insurance for the Family Bank Principle In this edition of Coffee Talks, Sylvie Amar, Vice-President Product Strategy & Advanced Markets at Financial Horizons Group walks participants through a detailed case study that exemplifies the role that life insurance plays in protecting and fostering intergenerational wealth.