| March 18, 2025: Living Benefits Claims
Our presenters will guide financial advisors through living benefits claims, including both disability and critical illness insurance claims. This session will delve into the strategic importance of these areas, explore various underwriting, claims, and product solutions tailored for disability and critical illness insurance, and highlight key considerations for ensuring comprehensive coverage.
With their combined expertise, our presenters will provide valuable insights and practical advice on protecting the future of clients through well-structured insurance plans. |
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March 25, 2025: Living Benefits Underwriting
We will be joined by one of our senior underwriters to really dig into the complexities of disability underwriting. You will gain key insights into underwriting strategies, risk assessment and best practices. |
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April 3, 2025: Financial Planning Summit 2025 From AI in underwriting to market outlooks and insurance regulatory trends, we’re diving into the biggest topics shaping the industry!
Take a look at what's on the agenda for Financial Planning Summit 2025: - The latest on AI in finances & underwriting
- 2024/2025 Federal Budget implications for financial planning
- Expert insights on U.S., Canadian, and global markets
- Navigating insurance regulatory trends
- Building a sustainable and thriving practice
Join us to be prepared for what’s next in financial planning! For more details on speakers and agenda visit: https://financialplanningsummit.com/
80% sold out! Only a few a tickets left! Get your tickets before ticket sale ends! |
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Save the Date
April 8, 2025: Fellowship Luncheon
Join us for a fun Fellowship Luncheon at Mr. Beigai BBQ Restaurant in Richmond! Connect with fellow professionals over great food and conversations. Click to view it on maps. More details coming soon. Save the date and be sure to join us!
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May 25, 2025: Advocis Pacific School 2025
Why do you do what you do? Discover how defining your purpose can elevate your practice. Get ready for Pacific School 2025 and let your ‘why’ lead the way! |
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Check out our Eventbrite page for more upcoming Advocis Greater Vancouver events!
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Questions:
If you have any questions or concerns regarding this communication, please reach out to the Advocis Greater Vancouver chapter at GreaterVancouver@advocischapter.ca |
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