18speakers · life insurance advisors. mark utilizes multimedia, direct-to-consumer marketing to...

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18 SPEAKERS TO LIGHT UP YOUR SALES! WHY YOU WANT TO BE AT THE 2014 CANADA SALES CONGRESS! Our goal is to invigorate sales skills training, enhance advisors’ business development strategies and create the energetic atmosphere which is essential to outstanding performance. The 874 attendees of the 2013 Congress gave the event an excellent report card: it achieved this goal with flying colours! Our All-Canadian, All-Masters, and All-Advisor roster of speakers guarantees you’ll get more top client communication and sales ideas than anywhere else. Lawrence Geller Serge Therrien For Advisors Only The Insurance and Investment Journal The Congress is made possible May 21, 2014 Allstream Centre Toronto canadasalescongress.ca

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Page 1: 18SPEAKERS · life insurance advisors. Mark utilizes multimedia, direct-to-consumer marketing to get his message out in a big way. His website educates consumers and his radio advertising

18SPEAKERSTO LIGHT UP YOUR SALES!

WHY YOU WANT TO BE AT THE 2014 CANADA SALES CONGRESS!Our goal is to invigorate sales skills training, enhance advisors’ business development strategies and create the energetic atmosphere which is essential to outstanding performance.

The 874 attendees of the 2013 Congress gave the event an excellent report card: it achieved this goal with fl ying colours!

Our All-Canadian, All-Masters, and All-Advisor roster of speakers guarantees you’ll get more top client communication and sales ideas than anywhere else.

Lawrence Geller Serge TherrienFor Advisors Only The Insurance and Investment Journal

The Congress is made possible

May 21, 2014 – Allstream Centre Toronto

canadasalescongress.ca

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Page 2: 18SPEAKERS · life insurance advisors. Mark utilizes multimedia, direct-to-consumer marketing to get his message out in a big way. His website educates consumers and his radio advertising

ASSOCIATION PARTNER

by the support of our main sponsors !

INTRODUCING SOME OF OUR NEW SPEAKERS!

ALSO SPEAKING AT THE CONGRESS:

LIBBY WILDMANLibby is focused on helping clients visualize, map out and achieve their own personal goals of fi nancial success and comfort. Her passion for her work has helped her achieve Top of The Table status with The Million Dollar Round Table for insurance and estate planning. She is a member of the Conference for Advanced Life Underwriting (CALU) and a longstanding member of Advocis.

MARK HALPERNMark is recognized as one of Canada’s top living benefi ts advisors and one of the country’s best known life insurance advisors. Mark utilizes multimedia, direct-to-consumer marketing to get his message out in a big way. His website www.illnessPROTECTION.com educates consumers and his radio advertising campaign introduces him to high net worth clients to provide comprehensive tax and estate planning, often leading to large life insurance sales.

BARRY PASCAL Barry specializes in providing life insurance-based strategies for the preservation of wealth and estate optimization of business leaders and their families. He has over 30 years of experience advising entrepreneurs and working with professionals in the areas of estate and succession planning. Barry has been a member of CALU since its inception.

ELLIOTT LEVINEElliott Levine takes a mass market approach to insurance sales in a highly focused market. As the preferred insurance provider to 16 Ontario Medical Staff Associations, his fi rm, Levine Financial Group, services some 3500 physicians. Find out how Elliott harnesses the power of technology in managing his large client base and prospecting new clients.

Peter Demangos Julian WiseLee Helkie Roger Thorpe

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Page 3: 18SPEAKERS · life insurance advisors. Mark utilizes multimedia, direct-to-consumer marketing to get his message out in a big way. His website educates consumers and his radio advertising

Entrance(North Lobby) Registration

Conference sessions

Exhibition Hall

Masters Gala

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EXPANDED EXHIBITION HALLTo welcome more exhibitors in 2014, the Exhibition Hall area has been expanded. In addition, various activities will take place in the heart of the Exhibition area, such as breakfast, coffee breaks, the closing cocktail, a blood pressure clinic, and a massage therapy area. Other surprises will also be announced.

canadasalescongress.ca

ADVOCIS 9ADVOCIS PROTECTIVE ASSOCIATION 10BLOOD PRESSURE CLINIC: HOOPER HOLMES 37BMO LIFE ASSURANCE COMPANY 70CANADA LIFE 52CANADA PROTECTION PLAN 27CANNEX 26DESJARDINS INSURANCE 54-55EMPIRE LIFE 50-51EQUITABLE LIFE OF CANADA 8FAO-AFFORDHOST 46FORESTERS CANADA 25HERITAGE EDUCATION FUNDS 78HUMANIA ASSURANCE (LS MUTUAL) 20HUNTER MCCORQUODALE 12INDUSTRIAL ALLIANCE 22LA CAPITALE INSURANCE AND FINANCIAL SERVICES 1

MASSAGE THERAPY STATION SPONSORED BY: ON YOUR SIDE ADVOCATES FOR ADVISORS 35

MDRT 6MERCEDES BENZ 47-74NOVUS HEALTH 38ONTARIO BLUE CROSS 73PPI 53QUALITY UNDERWRITING SERVICES 34RBC INSURANCE 56-57RESERVED 44SOLAREH 40SSQ LIFE 4SUN LIFE FINANCIAL 76-77TACITA CAPITAL 36THE INSURANCE AND INVESTMENT JOURNAL 43THE PERSONAL COACH 11TRAVELANCE 28

RESERVE YOUR BOOTH NOW!Serge Therrien

514 289-9595 ext. [email protected]

Lawrence Geller905 854-4114

[email protected]

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Page 4: 18SPEAKERS · life insurance advisors. Mark utilizes multimedia, direct-to-consumer marketing to get his message out in a big way. His website educates consumers and his radio advertising

JIM RUTA: MASTER OF CEREMONIESWe are proud to announce that Jim – a founding member of the CSC – will be back as Master of Ceremonies of the 2014 CSC! As MC of the 2013 CSC, his blend of insight, humour and wealth of experience contributed greatly to the event’s success. Jim is a fi nancial industry advisor, speaker, media commentator, author and writer.

FIRST NAME LAST NAME

TITLE COMPANY

ADDRESS

CITY PROVINCE POSTAL CODE

PHONE FAX

EMAIL

VISA MasterCard Cheque (Remit to The Insurance and Investment Journal)

no: exp.

signature

YOUR BUSINESS ACTIVITIES INCLUDE?

LIFE

GROUP INSURANCE

INVESTMENT FUNDS

FINANCIAL PLANNING

SECURITIES

OTHER

SELECT ONE OF THE OPTIONS BELOW

EARLY BIRD FULL PASS (CONFERENCE SESSIONS + EXHIBITION HALL + MASTERS GALA + COCKTAIL)$155 (+ HST) until February 14th, 2014$195 (+ HST) after February 14th, 2014

GROUP TICKETS (FULL PASS)10 AND MORE$150 (+ HST) each

EXHIBITION HALL + MASTERS GALA + COCKTAIL$85 (+ HST)

EXHIBITON HALL ONLYFree (registration mandatory)

BREAKING NEWS: SUN LIFE FINANCIAL ON BOARD AS MAIN SPONSOR!The Canada Sales Congress is proud to announce that it has received the backing of another Main Sponsor! Sun Life Financial has joined Canada Life, Empire Life, Desjardins Insurance and RBC Insurance who have also enthusiastically pledged their support for the 2014 Congress. With such solid industry support behind it, the 2014 Canada Sales Congress is well on its way to success!

The Canada Sales Congress is also pleased to announce that The Personal Coach will participate in the event as the Offi cial Coach of CSC attendees!

Fill out the online registration form: canadasalescongress.ca

OR

Fill out the subscription coupon below and return it to:100-321, Rue de la Commune West, Montreal (QC) H2Y 2E1

No reimbursement after February 14th, 2014. Registration coupons can be transferred.

For more information: [email protected] or 514 289-9595, ext. 221

REGISTER BEFORE FEBRUARY 14TH AND SAVE $40

ORGANIZERS

For Advisors Only

PARKING

MERCEDES-BENZ MISSISSAUGA

DRAW FOR WEEKEND LOAN OF MERCEDES SLK

MASTERS GALA THERAPEUTIC CHAIR MASSAGE

FRUIT-FLAVOURED WATER BAR

THE COACH OF THE CSC ATTENDEES

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