Canada Life (September 27)
Date: September 27, 2022
Time: 9:30 AM EST
Guest Speaker(s):
Mark Shephard & Maureen Steenbergen
Canada Life
CE Credit(s): 1 *
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Zoom Meeting ID: 898 6605 0590
Passcode: 402317
* 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
- Mark Shephard & Maureen Steenbergen | Canada Life
- How Insurance meets your clients’ changing needs
- In this presentation, we’ll work through a case study starting with a young graduate, moving through different life events and identifying different insurance planning opportunities throughout their life stages. We’ll speak to why life insurance is such an important component of the client’s financial plan, how to incorporate these conversations and how Canada Life products provide unique solutions to these opportunities.
- How Insurance meets your clients’ changing needs
Maureen Steenbergen
Maureen joined the Canada Life organization in 2005 as a living benefits specialist in the Kitchener-Waterloo region, representing the Great-West Life product. In her role she helped new and seasoned advisors find, develop and build living benefits opportunities within their blocks of business.
As a journalism graduate from Carleton University, Maureen moved to the London head office in 2010, taking on a role in marketing. Throughout her time there, she moved into various roles in marketing and communications, with a focus on life insurance, launching updated participating life insurance products for Great-West Life and leading the life-17 project. She rounded out her time there as a Marketing Manager in Individual Insurance Marketing, focusing on the affluent market.
In 2016, Maureen moved to Vancouver and returned to the field supporting advisors there and working on large and complex cases with a drive towards living benefits solutions. She’s now back in London as a Regional Sales Manager for all insurance products, supporting all distribution channels in the Kitchener-Waterloo-Guelph area, up to London.
Mark Shephard
Mark Shephard joined the insurance industry in 2001 after a very successful career as a former professional baseball player. Mark began his career in employee benefits where he gained his wealth of knowledge within the business owner markets and expertise through alignment with high producing advisors. In 2008, Mark joined Great- West Life as a Living Benefits Specialist. With the merge of Canada Life, Mark became the Regional Sales Manager for Insurance in Southwestern Ontario. With his industry knowledge in various product lines and roles, Mark is able to leverage his capacity as valued insurance specialist. He takes great pride in developing and fostering relationships. Mark currently resides in Stratford, Ontario with his wife Paula, and two daughters, Alison and Jocelyn. He’s very passionate about motivating others to grow.
Upcoming “Wake UP with BridgeForce” Guests
- September 28: BridgeForce University Virtual Office Hours: New Advisor Training School Session # 3
- October 4: Shawn Redford | Beneva
- October 11: No Wake UP with BridgeForce
- October 18: Manulife Bank