Manulife Financial (July 19)
Date: July 19, 2022
Time: 9:30 AM EST
Guest Speaker(s):
Dan D’Silva & Dave Thompson
Manulife Financial
CE Credit(s): 0 *
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Zoom Meeting ID: 844 1926 3565
Passcode: 855900
* 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
- Dan D’Silva & Dave Thompson l Manulife Financial
- Manulife Term Conversion Tips and Little Known Options
Dan D’Silva
Dan has been working with Manulife for 9 years in various wholesaler roles. He has a passion for learning and successfully obtained his CFP and CLU during the pandemic. More importantly, he recently welcomed his first baby, Finley.
Dave Thompson
With 29 years’ experience in this business, Dave has obtained his CFP, CLU and CHS designations and considers himself a “student of the business”.
He started in the business with London Life where he spent 6 years as an agent and Sales Manager. The next 9 years were spent with Investors Group as an Insurance Planning Specialist and National Team Leader. 14 years ago, he moved to Manulife as an Insurance Wholesaler.
Dave’s goal for himself and his team is to make it easier for you to help your best clients with their insurance needs. For wealthier clients, insurance is often a critical strategy that helps them achieve their most important objectives. Dave works with Advisors and their teams to take the mystery out of risk management and estate planning for wealthy clients, so they’re motivated to take action.
Upcoming “Wake UP with BridgeForce” Guests
- July 26: Gareth Daniel | Assumption Life
- August 2: Isabelle Parent | Humania Assurance
- August 9: Meaghan Paulin | BMO Insurance
- August 16: Our 125th Wake UP with Dr. Bruce Emperingham of Canada Life