BMO (Dec 6)
Date: December 6, 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: 842 5471 2793
Passcode: 896921
* 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 | BMO Insurance
- A Fresh Perspective on a Trusted Solution
- A deeper look at BMO’s market leading Universal Life plan that meets a variety of Estate and Wealth Accumulation Needs. This Session will include a case study that demonstrates how our Annual Renewable Term (ART) rider can offer a unique cost – effective solution for certain clients
- A Fresh Perspective on a Trusted Solution
Meghan Paulin
Meghan Paulin joined BMO in 2019 and has over ten years of industry experience. Over this tenure, Meghan has gained a vast range of knowledge from working in various capacities – this includes support 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
- December 13: David Hutchison | Equitable Life
- December 20: Year-end BridgeForce Advisor Forum
- December 27: No Wake UP with BridgeForce
- January 3: No Wake UP with BridgeForce
- January 10: Gareth Daniel | Assumption Life