Foresters Financial (September 20)
Date: September 20, 2022
Time: 9:30 AM EST
Guest Speaker(s):
Mike Liem & Ziyaas Peeroo
Foresters Financial
CE Credit(s): 1 *
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Zoom Meeting ID: 833 6207 0231
Passcode: 252786
* 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
- Mike Liem & Ziyaas Peeroo | Foresters Financial
- Foresters Insured Assist E Application Enhancements
- You now have more opportunities to Grow your Foresters Business
- Insured, Owner and Payor no longer required to be the same
- Add up to 4 policies, 2 insured and 2 owners to 1 application
- Collect e-signatures from multiple signnors
- Add joint plans or spousal term riders
- Age and Amount requirements automatically generated
- Term 10 now available up to age 75
- You now have more opportunities to Grow your Foresters Business
- Foresters Insured Assist E Application Enhancements
Mike Liem
Michael Liem is the Regional Vice-President for Canada Protection Plan, Ontario and has been working in the Financial Industry since 1997. He began his career in the Financial Industry working for Scotiabank and CIBC, where he held roles such as Bank Manager, Small Business Manager and Financial Advisor. He has worked in the Insurance Industry since 2009, as an Insurance Advisor and Business Development Manager for another large Insurance company, Desjardins. He joined Canada Protection Plan, a Foresters Financial Company in 2014 and has helped Advisors and their clients find the right solutions to suit their ongoing needs.
Upcoming “Wake UP with BridgeForce” Guests
- September 21: BridgeForce University Virtual Office Hours: New Advisor Training School Session # 2
- September 27: Mark Shephard & Maureen Steenbergen | Canada Life
- September 28: BridgeForce University Virtual Office Hours: New Advisor Training School Session # 3
- October 4: Shawn Redford | beneva