Equitable Life (Jan 17)
Date: January 17, 2023
Time: 9:30 AM EST
Guest Speaker(s):
Tracy Heath & David Hutchison
Equitable Life
CE Credit(s): 1 *
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Zoom Meeting ID: 828 7801 8799
Passcode: 015484
* 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 – 11:00am
- Tracy Heath | Equitable Life
- Annuities and Seg Funds
- The Benefits of Payout Annuities for Retirees
- The Types and Differences between Payout Annuities
- Features and Benefits of Annuities
- Commentary on Payout Annuity Taxation
- Seg Funds for the RRSP Season and Bonus Program Opportunities to Kick Start Your Year
- Annuities and Seg Funds
- David Hutchison | Equitable Life
- Equitable Life and Living Benefits Update
Tracy Heath
Tracy Heath is the Regional Investment Sales Manager, Southwest Ontario with Equitable Life who brings almost 30 years of investment experience. Tracy started in the industry as a Financial Consultant/Stock-Broker with a major investment firm, building a successful practice. With this experience, Tracy offers some unique insights and ideas to grow you book of business. During the past couple of years, Tracy has completed her Life, Transition and Business Coach Certification. She has become a Certified Positive Psychology Practioner and is also a Certified Medication and Mindfulness Instructor. In her spare time, Tracy is a Triathlete who’s competed with Team Canada in Australia for her age group, and also enjoys long-distance cycling and paddle boarding. Whether it’s finding way to build your business, change your path or streamline processes, Tracy is helping many brokers see opportunities to achieve their goals.
David Hutchison
After a 2-year stint as a sports broadcaster covering the OHL hockey and local sporting events in the KW, Guelph and surrounding areas, David began his career in the industry in October of 2009, joining Foresters Financial. After 12 years at Foresters, David joined Equitable Life in February 2021 as the Regional Life Sales Manager in Southwestern Ontario with a focus of supporting the advisors and MGAs in the region, while partnering to help grow their business with the strong product offering, immense resources and unique structure that Equitable Life provides.
Upcoming “Wake UP with BridgeForce” Guests
- 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