Advocis Presents: 
A Coffee Talk Webinar
Asking the Right Questions in Field Underwriting 

2021 Series - Episode seventeen: Asking the Right Questions in Field Underwriting
 

Completing a life, critical illness, long term disability or long-term care application is an extremely important aspect of financial planning – one that requires proactive management and smart conversations to add value to your relationship with clients and prospects.

Join us on September 7th at 11:00 am EDT for a Coffee Talk as Advocis welcomes Jeff Stanzel, Director, Business Development – Ontario at PPI and Steve Kambasis, VP & Chief Underwriter, Canadian Business at ExamOne as they present a templated process that can help advisors navigate this overwhelming and sometimes frustrating process.

 
Please refer to the chart below for your local timezone:
 

As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot! 

This episode of Coffee Talks has been approved by The Institute for 0.5 CE credit.

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.