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THE LOCATION
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YEARS SPONSORS |
ATTENDEE INFORMATION
SECURE REGISTRATION FORM
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SPONSORSHIP OPPORTUNITIES |
SPONSOR Q&A |
CE CREDIT INFO |
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Tuesday September 29, 2026
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BREAKOUT # 5 FROM 2:15 PM - 3:15 PM in Florentine
C/D (Main meeting room) |
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BREAKOUT # 6 FROM 2:15 PM - 3:15 PM in
Florentine B (Room behind stage) |
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Underwriting Diabetes with Foresters
Financial's Simplified Issue products |
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Diabetes is one of the most common impairments
advisors encounter - and one of the most
misunderstood when it comes to underwriting.
What Will
the Advisor Learn from This Presentation?
Whether you're working with Type 1, Type 2, or
pre‑diabetic clients, you'll leave with practical
underwriting insights, smoother case‑placement
strategies, and a stronger ability to serve a
growing segment of the market. This is your chance
to turn a common underwriting challenge into a
consistent sales opportunity.
Presentation
Overview
In this session, we'll break down exactly how
Foresters Financial approaches diabetes within its
Simplified Issue product lineup, giving you the
clarity and confidence to place more business,
faster.
Join me to learn how we underwrite diabetes with
our Simplified Issue products and ways to provide
your diabetic clients an insurance solution.
During the session you will learn our product
features, sales processes, and the tools you need to
submit a case, including a demonstration of our
website and sales software.
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Ayal Alalouf

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BREAKOUT # 7 FROM 3:15 PM - 4:15 PM in
Florentine C/D (Main meeting room) |
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Glenn
Freeland CPCA, EPC

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BREAKOUT # 8 FROM 3:15 PM - 4:15 PM in
Florentine C/D (Behind Main Meeting Room) |
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The Future of Advisory Workflows: AI-Driven
Meetings, Coaching, and Execution with Focal AI
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Every client meeting
generates value, but in most advisory firms, that
value gets lost in manual prep, scattered notes, and
fragmented follow-through. Advisors spend hours
before meetings building agendas, during meetings
taking compliant notes, and afterward reworking
notes and delegating tasks to update CRMs and
planning tools.
What Will the
Advisor Learn from This Presentation?
Focal eliminates this
friction. It combines end-to-end meeting automation,
browser- based AI agents that self-manage AI
notetaking, meeting prep, syncing with CRM and
planning tools, and personalized performance
coaching powered by Shaping Wealth - the leaders in
behavioral finance.
Presentation
Overview
In this live
walkthrough, attendees will see how Focal automates
the entire client lifecycle: pre-meeting, during the
meeting, and post-meeting.
The result advisors
reclaim time and increase client capacity by up to
30% without adding headcount, powered by AI-driven
meeting assistants, performance coaching, and
automations with Canadian advisor's tools including
Conquest. |
John Connell,
Founder & CEO

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provider
specializing in 2-day 15 CE credit seminars and online CE courses.

203-4438 Ontario Street,
Beamsville, ON L3J 0A4
Toll Free Phone 877 524-7121 Toll Free Fax - 866 277-4511

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