THE LOCATION | AGENDA, OVERVIEWS & THIS YEARS SPONSORS | ATTENDEE INFORMATION
SECURE REGISTRATION FORM | SPONSORSHIP OPPORTUNITIES |
SPONSOR Q&A | CE CREDIT INFO

 


Tuesday September 29, 2026

 

BREAKOUT # 5 FROM 2:15 PM - 3:15 PM in Florentine C/D (Main meeting room)

 
 




BREAKOUT # 6 FROM 2:15 PM - 3:15 PM in Florentine B (Room behind stage)
Underwriting Diabetes with Foresters Financial's Simplified Issue products

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.

Ayal Alalouf



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



BREAKOUT # 8 FROM 3:15 PM - 4:15 PM in Florentine C/D (Behind Main Meeting Room)
The Future of Advisory Workflows: AI-Driven Meetings, Coaching, and Execution with Focal AI
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



 

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


Click here for questions, comments, suggestions or to receive seminar notifications.

E mail Pro-Seminars   Privacy Statement

 

This web site Copyright © Pro-Seminars (2020) Ltd.