Equitable Life (June 28)
Date: June 28, 2022
Time: 9:30 AM EST
Guest Speaker(s):
Tracy Heath & David Hutchison
Equitable Life
CE Credit(s): 2 *
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Zoom Meeting ID: 815 7853 5845
Passcode: 308840
* 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.
10:00 – 11:00 am
- David Hutchison | Equitable Life
- A True PARtnership – Helping You Sell Whole Life Insurance
- Participating Whole Life Sales lead the industry by premium so many clients have been taking advantage of this versatile product. Find out the many issues Par Whole Life can solve but more importantly, what to look for in order to maximize the solutions you provide to your clients.
- A True PARtnership – Helping You Sell Whole Life Insurance
- Tracy Heath | Equitable Life
- Equitable Life Seg Funds
- Seg funds offer many opportunities other investments such as Mutual Funds don’t. Looking at how to position some of these benefits and how Equitable Life gives you the advantage over other options that are our there in the market place. You will also hear about what is coming and some of the important changes happening to help make doing business with Equitable Life easier.
- Equitable Life Seg Funds
Tracy Heath
Tracy Heath is the Regional Investment Sales Manager, Southwest Ontario with Equitable Life and brings almost 30 years of investment experience with her. Tracy started in the industry as a financial consultant / stock broker with a major investment firm, building a successful practice. With this experience, Tracy offers some unique insights and ideas to grow your book of business. Whether it’s finding ways to build or streamline processes, Tracy is helping many top producers see the opportunity within the confines of Covid, while making it possible to achieve their business goals.
David Hutchison
After a 2-year stint as a sports broadcaster covering the OHL hockey and local sporting events in the KW, Guelph and surrounding areas, David began his career in the industry in October of 2009, joining Foresters Financial. After 12 years at Foresters, David joined Equitable Life in February 2021 as the Regional Life Sales Manager in Southwestern Ontario with a focus of supporting the advisors and MGAs in the region, while partnering to help grow their business with the strong product offering, immense resources and unique structure that Equitable Life provides.
Upcoming “Wake UP with BridgeForce” Guests
- July 5: Qayam Lalji & Angie Chiu | iA Financial
- July 12: Dennis Brumley & Mark Denney | BridgeForce term conversion webinar
- July 19: David Thompson & Dan D’Silva | Manulife Financial