iA Financial (February 15)
Date: February 15, 2022
Time: 9:30 AM EST
Guest Speaker(s):
Matthew MacDonald, Qayam Lalji & Angie Chiu
iA Financial
CE Credit(s): 1.5 *
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Zoom Meeting ID: 884 9260 7975
Passcode: 784846
* Please ensure that your Zoom profile contains your email address in order to receive CE Credits.
No exceptions.
Agenda:
9:30 – 9:45 am
- BridgeForce Advisor Forum
Your chance to come together with fellow BridgeForce advisors to discuss a variety of current, industry topics.
9:45 – 11:15 am
- Matthew MacDonald, Qayam Lalji & Angie Chiu | iA Financial
- Qayam Lalji – Corporate Insurance Concepts: Key Person Insurance & Buy/Sell Agreements
- Angie Chiu – Shared Ownership CI – Solutions for Corporate Clients
- Matthew MacDonald – IA’s Award Winning Fund Lineup and how IA can help you and your client’s achieve your financial goals.
Matthew MacDonald
With over 15 years experience in the industry, Matt was one of the first Investment Wholesalers at IA and has helped IA become #1 in Annual Gross Sales as well as #1 in Annual Net Sales in Canada.
Qayam Lalji
With over 20 year experience in the Insurance Industry, Qayam is dedicated to building strong relationships with his brokers and is driven by a desire to protect client’s families & their wealth.
Angie Chiu
With over 10 years experience in the industry, Angie is devoted to work with advisors to incorporate living benefits solutions into their insurance business practice.
Upcoming “Wake UP with BridgeForce” Guests
- February 22: Dan Mondou & John Johnstone | Desjardins Insurance
- March 1: Todd Straus | Faith Life Financial
- March 8: Martin Anderson | BridgeForce Financial
- March 15: Annie Chu, Aula Izzat, Zainab Sheikh | Specialty Life
- March 22: Paul Morra & Ian Kerr | BMO Insurance
- March 25: BridgeForce Compliance Meeting
- March 29: Gabriel MacCausland-Sirois | BridgeForce Financial – Compliance Workshop
- April 5: Gareth Daniel | Assumption Life
- April 12: Chantal Marquis | UV Assurance