Agenda - Tuesday September 19, 2023

7:45 AM Sharp – 8:00 AM

Opening Remarks – Mr. Mike Englert BA, B.Ed., EPC

8:00 AM – 9:00 AM

Unlock the Power of 4 Questions: The Smarter Way to Win Clients

What Will the Advisor Learn from This Presentation?

Clients don’t need more information - they need clarity.

In this live demonstration, Don Blanton will show how the Financial GPS tool answers the four most important financial questions everyone wants to know - in less than 15 minutes.

* What rate of return do you need to earn on your savings and investments?
* How much do you need to save?
* How long do you need to work?
* How much will you need to reduce your future lifestyle if you don’t do something different today?

Presentation Overview

When structured correctly, these four questions reveal inefficiencies, uncover hidden opportunities, and position you as the trusted guide clients have been looking for.

Discover how to:

* Secure first appointments with greater ease
* Build immediate credibility and trust
* Reveal financial blind spots clients didn’t know they had
* Turn meaningful conversations into clear next steps

You’ll see how four strategically structured questions can simplify complex financial discussions, differentiate your practice, and naturally lead prospects toward becoming clients - all without overwhelming presentations or pressure.

Don Blanton

9:00 AM - 10:00 AM

Retirement Planning with Life Insurance - The Strategy Advisors Can’t Ignore

Life insurance has become one of the most versatile and powerful tools in modern retirement planning. In this session, advisors will explore how participating whole life - especially today’s enhanced product designs - can create tax‑efficient income, protect client wealth, and strengthen long‑term financial security. We’ll break down how to position life insurance as a core retirement asset, when it fits best, and how to communicate its value in a way that resonates with clients. You’ll leave with practical strategies, real‑world examples, and a clearer understanding of how to elevate your retirement planning conversations.

What Will the Advisor Learn from This Presentation?

In this powerful session, we’ll dive into Foresters Advantage Max, the newest PAR whole life solution engineered for today’s retirement‑focused marketplace. Advantage Max delivers significantly increased cash values starting in year 10, enhanced death benefits beginning in year 1, and one of the highest FYC opportunities in the industry.

This combination unlocks innovative planning strategies that resonate with clients and open new markets for your business.

Presentation Overview

In this presentation, Ayal will explore real‑world case studies, practical sales applications, and advisor‑tested guidance that will help you position life insurance as a cornerstone of a modern retirement plan. More importantly, you’ll learn how to capture both the minds and hearts of your clients - building trust, elevating your value, and securing long‑term relationships.

Don’t miss this opportunity to sharpen your skills, expand your sales potential, and take your business to the next level with a product designed for growth, flexibility, and client impact.

Ayal Alalouf

10:00 AM - 11:00 AM

The Solo Female: Why Financial Planning Must Be Different

Across Canada, a rapidly expanding demographic of women are living - and planning - independently. Later marriage, rising rates of grey divorce, widowhood, and longer life expectancy mean more women are solely responsible for building, managing, and sustaining their financial futures.

This shift is not a niche trend. It is a structural demographic reality reshaping the expectations women bring to financial advisors and the strategies required to support them.

What Advisors Will Learn in This Presentation?

This presentation equips advisors with the insight and tools needed to serve solo women with confidence, empathy, and technical precision. Advisors will learn how to:

* Understand the unique financial realities facing solo women, including longer lifespans, single-income planning, and disproportionate caregiving responsibilities.

* Build strategies that prioritize longevity risk, retirement independence, and resilient emergency-fund architecture.

* Strengthen client confidence through education-first conversations, transparent planning, and proactive decision-making frameworks that foster long-term trust.

* Offer the financial, estate and retirement planning solutions that will help this demographic in solving any problems that are found in the planning process.

Presentation Overview

Solo Women Face Distinct Financial Realities

Women living independently must navigate longer life expectancy, income volatility, and the financial strain of caregiving—often without a partner to share decision-making or financial responsibilities.

Planning Must Prioritize Independence and Longevity

Advisors will explore strategies that reinforce financial resilience, including retirement income design, risk management, insurance optimization, and robust emergency-savings planning tailored to single-income households.

Confidence and Literacy Drive Stronger Advisory Relationships

Solo women value clarity, education, and collaboration. Advisors will learn how to build trust through transparent communication, empowerment-based planning, and a coaching-oriented advisory style that supports long-term financial wellbeing.

Neela White

11:00 AM - 12:00 PM

12:00 PM - 1:00 PM

How Top Advisors Are Saving 15 Hours Per Week with AI

Advisors and their teams are buried in manual work.

Meeting prep. Drafting emails before and after meetings. Note taking. Re keying an address across multiple tools. Manually entering data into the CRM and planning software like Conquest. Chasing follow ups. Updating tasks.

Individually, each task feels small. Collectively, they consume up to 10 to 15 hours per week.

What Will the Advisor Learn from This Presentation?

Advisors will learn from this presentation that AI isn’t replacing them. It’s replacing the administrative drag that keeps advisors from doing the work that grows their practice. The top performers - the ones who consistently stay ahead of client demands, regulatory shifts, and competitive pressure - are using AI as a force multiplier.

The advisors pulling ahead are not working longer hours. They are redesigning their workflow with purpose-built AI tools that automate prep, structure notes, draft follow ups, and sync insights directly into the systems they already use. They're leveraging performance coaching and client insights that results in deeper client relationships and more AUM converted.

The result is more time spent in high value conversations with clients and prospects.

Presentation Overview

In this session, you will see how leading firms are integrating AI into their daily workflow to eliminate repetitive work, improve team coordination, and elevate the client experience.

You will leave with a practical framework to help you reclaim up to 15 hours per week without disrupting your existing tech stack.

John Connell Founder & CEO

1:00 PM - SCAN Out and Adjourn