July 2, 2024
12pm - 1:15 pm ET
1:15 pm - 2:30 pm ET
Topic 1: A Deep Dive on Par Insurance
Topic 2: The Art of Needs-Based Selling: Ensuring Suitability
CE Credit Eligible
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New business and underwriting
July 2, 2024
Information
A Deep Dive on Par Insurance
Understand the drivers of value within a PAR product with a detailed study of the Sun Life Par Account’s underlying assets. The mechanics of the Par dividend scale interest rate is discussed.
Speaker
Emily Hsu, BMath, FSA, FCIA, CERA
Director, Professional Insights
Emily is a seasoned writer with a passion for helping others. Her actuarial background and deep product knowledge help her articulate valuable product points of interest that matter most to advisors. As Director, Professional Insights at Sun Life, Emily brings insurance insights to expand advisors’ technical knowledge and help them better serve the needs of clients across Canada.
In her spare time, Emily volunteers for the Society of Actuaries to pave the way for young actuaries and to advance diversity, equity, and inclusion in the actuarial profession. She has been recognized by the Outstanding Volunteer Award and continues to find ways to give back.
Emily holds a Bachelor of Mathematics from University of Waterloo and is a fellow of both the Society of Actuaries and Canadian Institute of Actuaries, as well as Chartered Enterprise Risk Analyst with the Society of Actuaries.
Continuing Education Accreditation Chart
| Jurisdictions | # of Credits | Type of Credit |
|---|---|---|
| Insurance Council of Manitoba (ICM) | 1 | Life and A&S |
| Financial Services Regulatory Authority - Ontario (FSRA) Autorité ontarienne de réglementation des services financiers (ARSF) |
1 | Life and A&S |
| Chambre de la sécurité financière | 1 | Insurance of persons |
| Institut de Planification Financière | 1 | SFPA |
| Insurance Councils of Saskatchewan (ICS) | 1 | Life and A&S |
| CIRO, Investment Dealer Division (Cycle 10) OCRI, Division des courtiers en valeurs mobilières |
0.75 | Professional Development |
| CIRO, Mutual Fund Division OCRI, Division des fonds communs de placement |
1 | Professional Development |
| FP Canada | 1 | Product Knowledge |
| The Institute (Advocis) - IAFE | 1 | General |
The Art of Needs-Based Selling: Ensuring Suitability
Participants will learn to incorporate needs-based selling practices including appropriate creation and deliver of Reason Why Letter to ensure Fair Treatment of Clients principles are considered and respected. Participants will also receive recommended best practices.
Speaker
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
| 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 | Compliance |
| Institut de Planification Financière | 1 | SC |
| Insurance Councils of Saskatchewan (ICS) | 1 | Life and A&S |
| CIRO, Investment Dealer Division (Cycle 10) | 1 | Compliance |
| CIRO, Mutual Fund Division | 1 | Business Conduct (Ethics) |
| FP Canada | 1 | Financial Planning |
| The Institute (Advocis) - IAFE | 1 | Ethics |