July 30, 2024

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.

Evolution of UL 

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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 Yi Lin

Yi Lin

AVP and Marketing Actuary • Insurance Solutions Enablement

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.

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

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

Collaborating with COIs - building your network of strategic alliances 

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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.

Angelo Parziale Angelo Parziale

Angelo Parziale, CFP, CIM, FEA

Director, Business Development, Sun Life Consulting

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.

Continuing Education Accreditation Chart
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