Assumption Life (Jan 10)
Date: January 10, 2023
Time: 9:30 AM EST
Guest Speaker(s):
Gareth Daniel
Assumption Life
CE Credit(s): 2 *
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Zoom Meeting ID: 817 1445 1137
Passcode: 073644
* 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 – 11:15am
- Gareth Daniel | Assumption Life
- Assumption Life’s New Suite of Simplified Issue Solution Offers
- More Immediate Options
- Competitive Pricing
- More Options at Age 85
- Increased Compensation (with Lifetime Renewals)
- NOT SURE WHICH PRODUCT SUITS YOUR CLIENT BEST? Assumption Life’s Smart Algorithm takes all the guess work out of choosing the Best Simplified Issue product for your client. Simply answer the medical questions and let the tool select the best Simplified Issue product based on your client’s health profile.
- Investments – Quick intro to Vesta (online application) , RIA (low fee seg fund option, about 0.71 t o1 basis point less than a regular seg fund) new funds, with 2 different portfolio series, SmartSeries
- Assumption Life’s New Suite of Simplified Issue Solution Offers
Gareth Daniel
Gareth is the Director of Business Development for Ontario for Assumption Life. A northern boy at heart who grew up in the Muskoka’s and migrated south to the big city for a better opportunity and along the way met his wonderful and talented artistic wife, Andrea. He has 2 girls, Riley and Ava.
Gareth believes in building and developing relationships and strives to be responsible, honest, and hard working. Gareth looks forward to helping brokers grow their books of business and gets excited to see their goals realized.
Upcoming “Wake UP with BridgeForce” Guests
- January 17: Tracy Heath | Equitable Life
- January 24: Jamie Kendrick | RBC Insurance
- January 31: Mark Osborne & Lynn Giles | Empire Life
- February 7: Allen Wong & Mark Denney | BridgeForce – Advance Case Study
- February 14: Santo Filice | RBC Insurance
- February 21: Shawn Redford | Beneva
- February 28: Our 150th Wake UP with BridgeForce with a special guest