BMO Insurance (August 9)
Date: August 9, 2022
Time: 9:30 AM EST
Guest Speaker(s):
Meghan Paulin
BMO Insurance
CE Credit(s): 1 *
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Zoom Meeting ID: 870 8682 6625
Passcode: 969990
* 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
- Meghan Paulin l BMO Insurance
- Innovation Creates Opportunity: The BMO Whole Life Solution
- Life’s Unpredictable, Whole Life Insurance doesn’t have to be. BMO’s Whole Life Solution has been designed to offer strong guarantees, a simple plan design, and flexibility when clients need it most. – Join us to learn more about our Unique Value Proposition and Investment Strategy.
- Innovation Creates Opportunity: The BMO Whole Life Solution
Meghan Paulin
Meghan joined BMO in 2019 and has built a track record of developing strong relationships with our advisors and MGAs. With over ten years of industry experience, Meghan has gained a vast range of knowledge from working in various capacities – this includes supporting on tax and estate planning for high net worth clients in BMO’s Private Wealth division, and prior to that, working for a large Canadian insurance company helping advisors grow their business. Meghan is a graduate of Concordia University and is life-licensed in Ontario.
Upcoming “Wake UP with BridgeForce” Guests
- August 16: Our 125th Wake UP with Dr. Bruce Emperingham of Canada Life
- August 23: Frank Sobrinho & Sharon Lapaine | ivari
- August 30: Dennis Brumley & Mark Denney: Evolution of the insurance advisor’s business | BridgeForce
- September 6: Lynn Giles & Mark Osborne | Empire Life
- September 13: Julie Derks | Inspirational Healing (Special Guest Speaker)