March 11,2025

March 11,2025

12pm - 1:15 pm

1:15 pm - 2:30 pm

Topic 1: Elevating Women – from supporting characters to leading roles

Topic 2: The evolution of women’s health in underwriting

CE Credit Eligible

March 11,2025

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Women are reshaping the financial industry, with more money and referral power than ever before. Discover how gender inclusion drives success through inspiring stories and 3 key strategies. Join us to empower women, grow your practice, and build a more inclusive financial world.

Speaker

Liz Pfohl

With over a decade long career with Sun Life, Liz joined the Sun Life Consulting team in 2020. Today, in her role as a Senior Manager, she is responsible for building and delivering value-add thought leadership programs that help advisors grow their business, deepen relationships and turn prospects and clients into clients for life.  

In her spare time, Liz can be found at the hockey rink or soccer field, keeping up with her 2 young kids! 

Accreditation

Jurisdictions # of Credits Type of Credit

Alberta Insurance Council (AIC)

1

Life

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 10)

1

Professional Development

CIRO, Mutual Fund Division

1

Professional Development

FP Canada

1

Practice Management

The Institute (Advocis) - IAFE

1

General

March 11,2025

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Join Julie as she talks about MIB, mortality statistics between men and women, heart disease, breast and cervical cancer. She will also talk about alcohol consumption among women versus men.

Speaker

Julie Lapostolle

Julie has over 20 years' experience in the insurance industry. She began her underwriting career in 2009 at iA and joined Sun Life in 2012 as a senior underwriter.  In 2020 Julie joined the independent channel High net worth new business and underwriting team as director of underwriting. At her role Julie has developed a great partnership with the advisors, and held training seminars helping advisors understand the underwriting process. In 2021, Sun Life created High net worth solutions center, Julie joined the team as Director of field underwriting, dedicated to the success of the development of advisor’s application submissions on complex cases.

Accreditation

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

'Québec - Chambre de la sécurité financière

1

Insurance of persons

'Québec - l’Institut de planification financière

1

SFPA

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