Coffee Talks

In this edition of Coffee Talks, Advocis welcomed Kevin Hayes, Partner, The Vantage Talent Group as he shared insights into effective teaming, where collaboration and strategic leverage enhance relationships to achieve optimal outcomes.

In this edition of Coffee Talks, we shared a video presentation produced in partnership with Geoff Evans, which explored the 3Cs of Social Media Selling—Connect, Convert, and Continue. Attendees also gained valuable insights into relevant social media tools and user demographics, in addition to choosing the right platforms to achieve their sales objectives.

Interested to learn more about Advocis’ Strategic Selling with Social Media course? Click this link to find out more about how you can earn up to 5 CE credits now!

In this edition of Coffee Talks, Advocis welcomed Emily Reed, Co-Founder & CEO of HeyAdvisor as she discussed the dominance of visual content as we begin the new year, what type of content is most effective with clients, and how video content is set to continue its reign as a dominant force for all businesses and individuals in 2024.

In this edition of Coffee Talks, Advocis welcomed a panel of three dynamic female-identifying professionals for a special 70-minute edition of Coffee Talks as Advocis presented our newly released video exploring equity in the financial services industry: past, present and future.

Our panel featuring Laurie Stephenson, Stacy Brooks & Paulla Adamitz discussed the current state of our industry, ways that our industry has improved, and realistic ideas for creating a more equitable industry going forward.

In this edition of Coffee Talks, Advocis welcomed Dwayne Williams, AVP Life & Health Insurance at CAA Club Group to discuss the planning conversations that can happen in the home with a parent or parents to ensure a proper legacy, financial decisions, and documentation is in place and understood before they pass away.

In this edition of Coffee Talks, Advocis welcomed Kevin Murphy, Head of Retail Accounts and Business Development at Manulife to review behavioural insurance and how to use these incites in the life insurance industry.

In this edition of Coffee Talks, Advocis welcomed Paul Petrelli, President & CEO of Assuris to provide an overview of Assuris and its protection. He also reviewed the important changes to Assuris’ coverage, along with resources that advisors can share with their clients.

In this edition of Coffee Talks, Advocis welcomed Emily Hsu, Director, Professional Insights at Sun Life to review three specific insurance strategies that can at times become technical. She compared the different ways to structure an insured annuity, ways to access cash in a Par policy, their impacts to the policy, and the effects of reduced paid up vs offset.

In this edition of Coffee Talks, Advocis welcomed Joe Belec, Regional Vice President at Canada Protection Plan/Foresters Financial to review the differences between fraternal, stock and mutual insurance organizations in Canada, the history of Foresters, and the benefits Foresters/CPP offers to their members and our society in general.