Donna Schultz, Dave Paterson & Mark Osborne – Empire Life
Date: February 16, 2021
Time: 9:30 am EST
Guest Speaker(s):
Donna Schultz, Dave Paterson & Mark Osborne
Empire Life
CE Credit(s): 0*
BridgeForce Guest Host(s):
Alan Hoffman
CE Credits
Zoom Meeting ID: 856 5744 4082
Passcode: 683958
*Please ensure that your Zoom profile contains your email address in order to receive CE Credits. No exceptions.
Agenda:
9:30 – 10:00 am
- BridgeForce Advisor Forum
Your chance to come together with fellow BridgeForce advisors to discuss a variety of current, industry topics. - Alan Hoffman – CE Credits
10:00 – 11:15 am
- Donna Schultz, Dave Paterson & Mark Osborne
- “You’ve worked hard with your clients to accumulate their investments, especially their RRSP’s, but what happens when tragedy strikes? Let’s look at 2 strategies for protecting your clients retirement plans.” – Donna
- “Evolution of GIF Line Up Continues” – Dave
- Process Used
- Evolution of Funds
- 2 New Funds recently launched in January 2021
- “Best GIF Bonus in Industry” – Mark
- Highlight Key Features
- Discuss Business Building Idea
Donna Schultz
With Donna Schultz’s industry knowledge and experience she is able to recommend high-impact yet low-risk solutions that provide advisors with
a competitive advantage for helping their clients reach their financial goals. Donna has many years of experience in the life insurance industry in both
administrative and management roles and holds a number of professions designations including her CFP. Donna is a team player who goes above and beyond to get the job done. Donna gives back to her community and is active in Advocis Golden Triangle and other charitable agencies.
Dave Paterson
Dave Paterson joined Empire Life in 2019 and is responsible for the oversight and management of the Empire Life Multi-Strategy GIF’s. Since 1994, Dave has specialized in investment fund research and performing ongoing analysis on thousands of mutual funds and exchange traded funds.
Mark Osborne
Mark Osborne has been in the industry for over 15 years. He started out in the banking channel as an advisor and eventually made his way to wholesaling on the mutual fund/EFT side. Three years ago he made his way to wholesaling on the Seg Fund world. He is approaching his first anniversary with Empire Life and has been virtually wholesaling since day one with them.
Upcoming “Wake UP with BridgeForce” Guests
- February 23: Jennifer Skimson | Manulife Affinity Markets
- March 2: Tracy Heath & David Hutchison | Equitable Life
- March 9: Gareth Daniel | Assumption Life
- March 16: Michael Liem | Foresters Financial / CPP
- March 23: John Johnstone & David Lee | Desjardins
- March 30: Rhonda Wong | ExamOne
- April 6: Lynn Giles & Shawn Redford | Beneva (SSQ / La Capitale)
- April 13: Martha Adams | Martha Adams Media
- April 20: James O’Connell | Humania Assurance
- April 27: Day one of the 2021 BridgeForce PD Days