Based on a case presented from the advisor’s perspective by Micheline Varas, Sr. Partner, Customplan Financial Advisors, an analysis will follow from Russell Shaw, Senior Director, Individual Life and Health at RBC Insurance about the underwriter’s process in evaluating the risk for life, disability and critical illness insurance.

Finally, Jennifer Dahl, Vice President and Canadian Chief Underwriting Officer at SCOR Reinsurance will bring you inside the process from the reinsurance standpoint.

This two-hour webinar is sponsored by Advocis Atlantic School, Advocis Banff School, and EduVacation (Advocis Okanagan School).

Register Early:
This webinar is free, and a limited number of tickets are available on a first-come, first-served basis. 

• Registration will close on March 8, at 11:30 P.M. (EST)

• Accredited by The Institute for 2.0 CE credits (including 1 Ethics)
• Accredited by AIC for 1.0 Life and 1.0 A&S CE credits
• Accredited by ICM for 2.0 CE credits
• Accredited by ICS for 2.0 CE credits

Guest Speakers:

Senior (Managing) Partner, Customplan Financial Advisors

Micheline's passions encompass 7 Fs: Family, Faith, Friends, Food, Fine wine, Foreign travel and Focused risk mitigation strategies. The last of these drives her practice.

Micheline assures safeguarding financial advice is of the highest quality. She works in conjunction with several insurers and their respective underwriters, delivering results to individuals and corporate clients. Micheline is also a resource to financial advisors and large institutions. [..] Read more.

Senior Director, Individual Underwriting, RBC Insurance Company

As the Senior Director of Individual Underwriting, Russell Shaw is responsible for the risk decisions for the fully underwritten CI and DI business for RBC Insurance in addition to the overall responsibility for the individual insurance operations. [..] 

Like many professionals in the insurance industry, underwriting was not his first career choice. After graduating from the University of Toronto with a Bachelor’s degree in Criminology, Russ worked with, “youthful offenders” at a detention and custody facility with a longer term vision of pursuing a career in the field of probation and ultimately law school. [..] Read more.

VP, Chief Underwriting Officer, Head of Claims & Underwriting, SCOR Global Life, Canada Branch

As the head of Underwriting and Claims, Jennifer is responsible for the Underwriting and Claims strategy and operations in the Canadian Market, and for client relationship management along with the other members of the leadership team.

Prior to joining SCOR in 2018, Jennifer spent over 20 years with various direct insurance companies. She has experience in Life, Critical Illness, Disability and Long-Term Care underwriting and has held a multitude of roles in Underwriting Operations, Corporate Underwriting Policy, Audit, Risk Management and Claims. [..] Read more.