iA Financial (July 5)
Date: July 5, 2022
Time: 9:30 AM EST
Guest Speaker(s):
Qayam Lalji & Angie Chiu
iA Financial
CE Credit(s): 1 *
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Zoom Meeting ID: 810 0890 6264
Passcode: 350217
* 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
- Angie Chiu | iA Financial
- Universal Loan Insurance
- Buying property or a new vehicle or opening a line of credit our major financial commitments. What would happen to these monthly payments if your client had to stop working due to an illness or an accident?
- Universal Loan Insurance
- Qayam Lalji | iA Financial
- PAR Whole Life; Not Just Death Benefit
- Learn how PAR insurance can further diversify your client’s investment portfolio, help your client’s enhance their estate value as well as provide income flexibility during retirement.
- PAR Whole Life; Not Just Death Benefit
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
- July 12: Dennis Brumley & Mark Denney | BridgeForce term conversion webinar
- July 19: David Thompson & Dan D’Silva | Manulife Financial
- August 16: Our 125th Wake UP with Dr. Bruce Emperingham of Canada Life