January 14, 2025

January 14, 2025

12pm - 1:15 pm ET

1:15 pm - 2:30 pm ET

REGISTER

Topic 1: Thought Leadership - How to get business placed more efficiently

Topic 2: Beyond the Basics: The Importance of Detailed and Compliant Client Notes

CE Credit Eligible

January 14, 2025

Time:

12pm - 1:15 pm ET

Preparing your client for the application process by setting realistic expectations, asking some preliminary questions and driving disclosure will assist you in identifying the best way to fast track your case through underwriting.   Jay will also provide some key hints to seamlessly deliver the approved policy and highlight some interesting facts about CI claims and exclusions.

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 and A&S 
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 (Québec) 1 Insurance of persons
Institut Québécois de la Planification Financière NA  
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

January 14, 2025

Time:

1:15 pm - 2:30 pm ET

Advisors will understand the importance of and best practices for taking compliant insurance, segregated funds and mutual fund client notes, enabling them to maintain accurate records, protect client information, and meet regulatory requirements in their daily work. After attending this presentation, advisors will be able to demonstrate the ability to create clear, concise, and compliant client notes by accurately documenting key information from client interactions while adhering to industry regulations and company policies.

Margaret Hennebury, CFP

Compliance Best Practices Consultant

Margaret Hennebury is a Certified Financial Planner and Compliance Best Practices Consultant at Sun Life since 2017. With over 25 years of industry experience in various roles, she brings a multifaceted perspective to her work. Her varied experiences have equipped her with a deep understanding of the intricacies of the industry, allowing her to navigate complex compliance challenges with finesse. Margaret excels at connecting sales processes with compliance standards. Her passion lies in creating a culture of compliance that enhances business performance. Known for her strategic mindset and commitment to excellence, Margaret is a trusted advisor in the financial services sector.

Continuing Education Accreditation Chart

Accreditation details coming soon