July 30, 2024
12 pm - 1:15 pm ET
1:15 pm - 2:30 pm ET
Topic 1: Evolution of UL
Topic 2: Collaborating with COIs - building your network of strategic alliances
CE Credit Eligible
Note: This webinar will be held in English with live Mandarin translation.
Some Universal Life (UL) products have experienced price increases in response to declining interest rates, while others have become more affordable. We highlight these trends by showing you areas of opportunity and how UL can be the most flexible permanent insurance solution for your clients. You’ll discover why UL deserves a closer look.
Yi Lin, known as Lynn, recently embraced the role of AVP & Marketing Actuary at Sun Life, bringing a wealth of experience to enhance the company’s competitive edge in retail insurance products and solutions. With a successful background as Head of Product and Chief Actuary at AIA Vietnam, Lynn has demonstrated exceptional skill in product strategy and development across dynamic markets.
Educated at the University of Waterloo, Lynn is also a proud Fellow of the Society of Actuaries. Outside of her professional life, Lynn is a mother of a 4-year-old boy, an art enthusiast, and a culinary adventurer.
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 |
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) |
0.75 |
Professional Development |
CIRO, Mutual Fund Division |
1 |
Professional Development |
FP Canada |
1 |
Product Knowledge |
The Institute (Advocis) - IAFE |
1 |
General |
We've all talked about the benefits of working with COIs. But it's time to get on the same page with who we mean, what the benefits are, and how to do it to generate mutually beneficial relationships.
With over 30 years of experience in the financial services industry at firms such as Dundee Wealth, Goodman Private Wealth, CI Financial and Sun Life, Angelo Parziale has a proven track record developing and managing client relationships and proficient knowledge of the wealth management industry.
Having worked closely with entrepreneurs and high net worth individuals, he has valuable insights to share with financial advisors on topics such as strategy building, business development, marketing and personal branding. He also supports their professional development by facilitating engaging workshops and educational presentations.
Angelo’s particular expertise as a coach has given him opportunities to see the inner workings of many advisors’ practices, which gives him a unique perspective on their challenges and how to steer them towards success. He draws on a deep understanding of advisors’ needs to recommend strategies and best practice ideas that help them run better businesses and build long-term relationships with clients.
Angelo received the Certified Financial Planner (CFP) designation in 1999, the Chartered Investment Manager (CIM) designation in 2007 and in 2023, the Family Enterprise Advisor (FEA) designation. Born and raised in Montreal, he is passionate about soccer, music and, most of all, his family.
| Jurisdictions | # of Credits | Type of Credit |
|---|---|---|
| Alberta Insurance Council (AIC) | 1 | Life and A&S |
| FP Canada | 1 | Financial Planning |
| CIRO, Investment Dealer Division (Cycle 9) OCRI, Division des courtiers en valeurs mobilières |
1 | Professional Development |
| CIRO, Investment Dealer Division (Cycle 10) OCRI, Division des courtiers en valeurs mobilières |
1 | Professional Development |
| Insurance Council of Manitoba (ICM) | 1 | Life and A&S |
| CIRO, Mutual Fund Division OCRI, Division des fonds communs de placement |
1 | Professional Development |
| 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 | General |
| Insurance Councils of Saskatchewan (ICS) | 1 | Life and A&S |
| The Institute (Advocis) - IAFE | 1 | General |