Desjardins Insurance (February 22)
Date: February 22, 2022
Time: 9:30 AM EST
Guest Speaker(s):
Dan Mondou & John Johnstone
Desjardins Insurance
CE Credit(s): 0 *
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Zoom Meeting ID: 841 2074 0262
Passcode: 998871
* 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
- Dan Mondou | Desjardins Insurance
- Protecting your Client’s Portfolios with Innovative Guarantee Strategies
- Part 1 – Absolute Protection with Guarantee Advantage
- Part 2 – Protecting your Portfolio from Inflation with Helios 75/100
- Protecting your Client’s Portfolios with Innovative Guarantee Strategies
- John Johnstone | Desjardins Insurance
- Introducing our Critical Illness Impact Calculator, Positioning Ideas, and Why the Desjardins Critical Illness Solution?
- The New Critical Illness Impact Calculator – A tool designed to demonstrate how an unforeseen illness could impact a client’s savings that are intended for retirement.
- How to effectively pivot from the Life and Investment discussion to a Critical Illness solution.
- Ideas on how to holistically protect a family, while respecting their budget.
- Introducing our Critical Illness Impact Calculator, Positioning Ideas, and Why the Desjardins Critical Illness Solution?
Dan Mondou
Daniel Mondou is the Regional Sales Director for Desjardins Investments covering Milton to the Waterloo area along the 401, as well as Niagara. He’s gained an extensive background over the past 10 years in the insured investment space with two of the largest insurers in Canada and is an expert in Guaranteed Investment Funds and Responsible Investment.
John Johnstone
John Johnstone entered the Financial Services Industry in 2006 as an advisor following a management career in the manufacturing sector. He brings 15 years of industry experience where he has worked as an advisor and manager in Life, Health, and Wealth as well as Property and Casualty. In his spare time, John has been blessed to have traveled to over 14 countries as a musician. A top notch “Drummer”.
Upcoming “Wake UP with BridgeForce” Guests
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- March 24: BridgeForce Compliance Meeting
- March 29: Gabriel MacCausland-Sirois | BridgeForce Financial – Compliance Workshop
- April 5: Gareth Daniel | Assumption Life
- April 12: Chantal Marquis | UV Assurance
- April 19: Mark Shephard & Maureen Steenbergen | Canada Life
- April 26 & 27: 2022 BridgeForce PD Days
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- May 10: Jamie Kendrick, Anna Tsepelis & Santo Filice | RBC Insurance