Topic 1: Lifestyle lens - sharpening our underwriting focus
Topic 2: How to tell your brand story in 10 seconds
12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET
CE Credit Eligible
December 8, 2026
12 pm – 1:15 pm ET
In this presentation you'll walk through some common non-medical scenarios that can lead to additional investigations by the underwriter, highlighting what you can do to help move the case through more quickly by utilizing several case studies to highlight these concepts.
Jay joined Sun Life in 2014 to lead the Independent New Business and Underwriting teams.. In 2018, he created the High Net Worth Team focusing on cases over $250,000 of premium or $7,500,000 in face amount. Two years later, looking for ways to further improve the advisor and client experience Jay created the High Net Worth Solutions Centre. Now called Sun Life Select, Jay has joined the Sun Life Sales Team in educating and supporting advisors, to improve their large case application submissions for quicker decisions.
Jay is an avid traveller, scuba diver, dedicated hockey player and coach. Happy to be back on the ice, and looking forward to strapping a tank on his back again, Jay also enjoys spending time in the summer with his wife and daughter at the cottage or on a golf course.
Coming soon!
December 8, 2026
1:15 pm – 2:30 pm ET
A clear brand story is a proven solution to the struggle advisors face when talking about their businesses. This presentation will give you the ultimate competitive advantage, revealing the secret to helping prospects see the value of your services—quickly. Learn to construct a 10-second brand story and forever transform the way you talk about who you are and what you do.
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.
Jurisdictions |
# of Credits |
Type of Credit |
|---|---|---|
Alberta Insurance Council (AIC) |
1 |
Life and A&S |
Insurance Council of British Columbia (ICBC) |
|
|
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 |
Institut de Planification Financière |
|
|
Insurance Councils of Saskatchewan (ICS) |
1 |
Life and A&S |
CIRO, Investment Dealer Division (Cycle 11) |
1 |
Professional Development |
CIRO, Mutual Fund Division |
1 |
Professional Development |
FP Canada |
1 |
Practice Management |
The Institute (Advocis) - IAFE |
1 |
General |