Chantal Mackenzie

 

Canada Protection Plan will present an overview of life insurance in the non-traditional market. 

Available options for clients will be examined for rated, postponed or declined cases. An in-depth review of the life insurance landscape, providing a clear picture of where simplified issue insurance fits, including: product features, benefits and process, target markets and opportunities, underwriting philosophy and claims process. 

The focus will be to provide brokers with strategies to identify and reach the hard to insure clientele within their growing network of clients and referrals.

The presentation will also provide simple-to-use tools to access the different segments of brokers’ networks of clients and proven methods for prospecting in today’s marketplace.  

Chantal began her life insurance career in the early 1990s at London life insurance for the head office located in London Ontario where she was promoted to the individual life insurance side of the business and held various positions in customer service and policy change. 

In 2001 Chantal became a life insurance underwriter working with both London life and Great West life insurance products as well as underwriting structured settlements and impaired annuities. In 2005 she had the opportunity to underwrite remotely from home for Manulife Financials Montreal office, and she did so until 2009 which is when she relocated to Calgary.

With the transition to Calgary Chantal ventured onto the sales side of insurance and became an Estate Planning Advisor Associate at TD Wealth until a Sales Consultant, insurance Position became available at Great-West Life.

Chantal then played a key role with the Great-West Life Sales and Marketing Centre team in Calgary. She was one of the local life insurance, disability and critical illness experts. She provided product knowledge creative sales ideas and industry insight to advisers within the Freedom 55 Financial and Wealth and Estate planning group distribution channels - some of the finest in the business. 

Chantal has now assumed the Regional Sales Director position for Alberta, Manitoba and Saskatchewan with Canada Protection Plan. She is responsible for building and supporting sales and establishing and nurturing relationships with many of the successful distributors and brokers in the industry.  She will promote products through presentation seminars and other approaches providing superior service and ensuring a positive experience.