December 3, 2024

December 3, 2024

12pm - 1:15 pm ET

1:15 pm - 2:30 pm ET

Topic 1: Advisor business planning - A roadmap for success

Topic 2: Underwriting your cases before submission

CE Credit Eligible

December 3, 2024

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Leading advisors agree, creating a written business plan is critical but can feel daunting. This session teaches a simplified approach to develop a unique, evolving plan for your business. Learn the essential elements to steer your business forward and navigate potential roadblocks with confidence.

John A. Stewart John A. Stewart

John A. Stewart B.A. CFP CSP 

John Stewart has over 30 years experience in the financial services industry, as a financial advisor, branch manager and director. John brings a wealth of knowledge in helping advisors build better practices and increasing the size of their businesses. As a director with a leading financial services company in Canada, John was directly involved in the design, implementation and delivery of an industry leading national training program. 

John is an award winning public speaker, and as a long time advisor himself, John’s strength lies in his ability to relate to advisors in a way that is relaxed, entertaining and thought provoking.  

As an author and adventurer, John has climbed Mount Kilimanjaro 3 times, and also to the Base Camp of Mt. Everest.  

Continuing Education Accreditation Chart

Jurisdictions # of Credits Type of Credit
Alberta Insurance Council (AIC) 1 Life 
Insurance Council of British Columbia (ICBC) 1 Life and A&S 
Insurance Council of Manitoba (ICM) 1 Life and A&S 
Financial Services Regulatory Authority - Ontario(FSRA) 1 Life and A&S 
Chambre de la sécurité financière 1 General 
l’Institut de planification financière 1 SFPA
Insurance Councils of Saskatchewan  (ICS) 1 Life and A&S 
CIRO, Investment Dealer Division (Cycle 10) 1 Professional Development 
CIRO, Mutual Fund Division 1 Professional Development
FP Canada 1 Financial Planning
The Institute (Advocis) - IAFE 1 General

December 3, 2024

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During this session we will cover five topics in this diverse presentation including reinsurance, cover letters, financial underwriting and the importance of disclosure.

Paul Thorne Paul Thorne

Jay Sankoff, AVP Sun Life Select

AALU, AMLI, BSc, Certified Professional Underwriter

Thirty five years in the industry, former AVP of the High Net Worth New Business and Underwriting Teams, Jay is now part of the Distribution team working with advisors in their development of complex case submissions. He leads Sun Life Select and a growing team of Field Underwriters. He focuses on helping advisors submit more fulsome application packages to help speed up the underwriting and issue process.

An avid traveler, scuba diver, and dedicated hockey player and coach, in the summer Jay enjoys spending time with his wife and daughter at the cottage or on a golf course. 

Continuing Education Accreditation Chart

Jurisdictions # of Credits Type of Credit
Alberta Insurance Council (AIC) 1 Life 
Insurance Council of British Columbia (ICBC) 1 Life and A&S 
Insurance Council of Manitoba (ICM) 1 Life and A&S 
Financial Services Regulatory Authority - Ontario(FSRA) 1 Life and A&S 
Chambre de la sécurité financière 1 General 
l’Institut de planification financière 1 SFPA
Insurance Councils of Saskatchewan  (ICS) 1 Life and A&S 
CIRO, Investment Dealer Division (Cycle 10) 1 Professional Development 
CIRO, Mutual Fund Division 1 Professional Development
FP Canada 1 Financial Planning
The Institute (Advocis) - IAFE 1 General