Using Technology to Grow Your Insurance Business. Episode 38

FinancialPodcast.CA: Interviewing Professionals
Using Technology to Grow Your Insurance Business. Episode 38
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1. The beginning of Trufla.
2. Helping brokers to be found on the internet.
3. Setting a broker up for success.
4. Increasing efficiency with technology.
5. Why Egypt?

Guest: Sherif Gemayel
Sherif is an entrepreneur who is passionate about disrupting the traditional way insurance is done. He uses trends from other industries to help navigate through this unchartered territory, which has led him to build one of the most innovative brokerages in Canada; Sharp Insurance. The knowledge and firsthand experience he has gleaned from Sharp Insurance inspired him to launch Trufla Technology which provides brokers with a complete digital transformation solution their brokerages.

Contact:
LinkedIn: @sherifgemayel
Email: sherif.g@trufla.com
Website: https://www.trufla.com/

The Insurance Broker Always Rings Twice. Episode 37

FinancialPodcast.CA: Interviewing Professionals
The Insurance Broker Always Rings Twice. Episode 37
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1) Why to always go above and beyond.
2) 17 tips for building your business (some are):
– Enjoy yourself;
– Your word is your bond;
– Your to-do list;
– Respect your competitors.

Guest: Joel Cadesky
Joel was born and lived in Owen Sound Ont until he went to University of
Guelph where he graduated with a general BA with a sociology major. He
continued his education by going to teacher’s college at Western
University and then taught for several years in Aylmer, Ontario.
In 1978 Joel started a new career in the insurance industry and moved
his family to Toronto. Joel has successfully built his business and
career and continues to sell group benefits and also individual products
such as life insurance, mortgage insurance, income replacement insurance
and critical illness insurance to name a few.
In his off time, he is an avid sports enthusiast watching baseball,
hockey, basketball and golf on TV. He has an avid interest in watching
the entertainment provided by Professional Wrestling- having been to 3
Wrestlemanias-#6,11 and 18.

Contact Info:
email: joel@scinsurance.ca
phone: 416-414-0309

Dave Patriarche and “Selling Benefits” Understanding Selling Group Insurance Part 2. Episode 36

FinancialPodcast.CA: Interviewing Professionals
Dave Patriarche and "Selling Benefits" Understanding Selling Group Insurance Part 2. Episode 36
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1) The creation of Canadian Group Insurance Brokers.
2) The importance of having a mentor.
3) Never stop asking questions.
4) Even one person can make lasting change.
5) Outsourcing tasks you’re not strong in.
6) The advantages to specializing.

Guest: Dave Patriarche-Employee Benefits Specialist, Association Founder, Educator & Bestselling author.

Dave Patriarche founded Mainstay in 1996 to provide employee benefits to small business. A strong believer in continuing education in this area, he started a small networking group in 2003, which evolved into Canadian Group Insurance Brokers, an organization dedicated to supporting continuing education for the benefits industry.
Dave is recognized as a leader in the benefits industry, a contributor to industry publications, a mentor and resource to benefit brokers and an active participant in industry think tank groups.

Contact:
Email: dave@mainstayinsurance.ca
Phone: (905) 886-9203 or 1-877-624-6789
Websites: https://www.mainstayinsurance.ca/, https://cgib.ca/, http://sellingbenefits.ca/

Dave Patriarche and “Selling Benefits” Understanding Selling Group Insurance Part 1. Episode 36

FinancialPodcast.CA: Interviewing Professionals
Dave Patriarche and "Selling Benefits" Understanding Selling Group Insurance Part 1. Episode 36
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1) Discuss his book “Selling Benefits”.
2) Selling Group Benefits to small and medium sized businesses.
3) When to walk away from a client.
4) Why rate shopping hurts the client.
5) The benefits of educating your clients.
6) The importance of storytelling.

Guest: Dave Patriarche-Employee Benefits Specialist, Association Founder, Educator & Bestselling author.

Dave Patriarche founded Mainstay in 1996 to provide employee benefits to small business. A strong believer in continuing education in this area, he started a small networking group in 2003, which evolved into Canadian Group Insurance Brokers, an organization dedicated to supporting continuing education for the benefits industry.
Dave is recognized as a leader in the benefits industry, a contributor to industry publications, a mentor and resource to benefit brokers and an active participant in industry think tank groups.

Contact:
Email: dave@mainstayinsurance.ca
Phone: (905) 886-9203 or 1-877-624-6789
Websites: https://www.mainstayinsurance.ca/, https://cgib.ca/, http://sellingbenefits.ca/

In Conversation with Greg Pollock of Advocis. Episode 35

FinancialPodcast.CA: Interviewing Professionals
In Conversation with Greg Pollock of Advocis. Episode 35
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1) The importance of education for financial advisors.
2) The importance of title regulation for financial advisors.
3) What Advocis does for its members.

Guest: Greg Pollock is the President and CEO of Advocis, The Financial Advisors Association of Canada.
Greg is responsible for providing effective strategic leadership and direction and oversees all aspects of Advocis’s day-to-day activities. He is also the Chief Operating Officer of The Institute, the leading designation body in Canada for financial services practitioners in the areas of wealth transfer, estate planning and living benefits.

Prior to joining Advocis in 2008, Greg was general secretary of the 43,000-member Ontario English Catholic Teachers’ Association (OECTA).
Greg is a CERTIFIED FINANCIAL PLANNER® Professional and has a Chartered Director designation from McMaster University’s DeGroote School of Business. He has both a Master of Laws degree from York University’s Osgoode Hall Law School and a Master of Educational Administration from the University of Toronto. In 2012, he was awarded the Diamond Jubilee Medal for his contribution to the teaching profession in Canada.

Contact:
gpollock@advocis.ca

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Online Business Insurance. Episode 33

FinancialPodcast.CA: Interviewing Professionals
Online Business Insurance. Episode 33
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1) Next Insurance and Amazon.
2) Buying business insurance in the online world and if this is an option for Canadians.
3) Are home insurance add-ons sufficient?
4) Why it’s important to have a knowledgeable broker.
5) How can an independent broker remain relevant if business insurance continues to move online.
6) Interpreting the high valuation of Next Insurance.

Guest: Tom Reid.

Tom has spent more than a quarter of a century in a variety of leadership positions in the Canadian P & C industry. His background includes software development, finance, underwriting, business development, digital marketing, running a large brokerage, as well as a stint as the president of a startup digital technology firm.
Tom also spent a decade volunteering with high performance athletes, including 4 years as President of Ski Jumping Canada which was capped off with the honour of being the Canadian team leader for ski jumping at the 2018 Winter Olympics.

Contact: For DX information/assistance treid@ibac.ca, tom@grtr.consulting

How Insurance Can Help with Taxes. Episode 28.

FinancialPodcast.CA: Interviewing Professionals
How Insurance Can Help with Taxes. Episode 28.
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1) How to use insurance to mitigate taxes in a corporation.
2) What to be aware of when setting up an insurance policy from a tax perspective.
3) Why it’s important to include a tax expert as part of the financial planning team.
4) Further suggestion for ensuring taxes are taken care of.
5) Other services MNP provides.

Guest: Aina Potts, CPA, CA, is a Business Advisor with MNP’s Tax Services team in Red Deer.

Focusing on specialty tax, Aina works with businesses in various industries, including family farms and professionals, helping them maximize wealth and minimize tax so they can achieve their business and personal goals. Aina draws on a decade of experience to help clients with the tax aspects of corporate restructuring, succession and estate planning. As a trusted advisor, she gets to know clients and their operations so she can deliver reliable, efficient tax advice and solutions customized to their unique situations. After receiving a Business Administration Diploma, with Distinction, from Red Deer College, majoring in accounting, Aina earned a Bachelor of Management degree, with Distinction, from the University of Lethbridge. She is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) and has completed Level II of CPA Canada’s In-depth Tax Course.

Contact:
email: aina.potts@mnp.ca
phone: 403-346-8878
TOLL FREE 1.877.500.0779
Mailing Address:
4922 – 53 St.
Red Deer, AB
T4N 2E9

Why You Want to Refer Clients. Episode 25.

FinancialPodcast.CA: Interviewing Professionals
Why You Want to Refer Clients. Episode 25.
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1) How a referral arrangement works.
2) Who you would want to set up an arrangement with.
3) Some of the advantages of a referral arrangement.
4) Some of the disadvantages.
5) Who do you use and how many referral partners do you have.
6) What to do when you just want to remain in the Insurance Industry.

Guest: David LeNevue, Chartered Investment Manager, a Certified Executor Advisor, an active member of the Independent Financial Brokers of Canada, and a member of the Million Dollar Roundtable.

David went to University in New York where he had an outstanding academic and athletic career. For those hockey fans amongst us – David was also a professional goaltender in the NHL playing with the Phoenix Coyotes, Anaheim Ducks, and Columbus Blue Jackets before ending his career with the New York Rangers in the Stanley Cup Finals in 2014.

Contact info:
david@rockmoorwealth.com

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Tips for new advisors entering the Financial World. Episode 21

FinancialPodcast.CA: Interviewing Professionals
Tips for new advisors entering the Financial World. Episode 21
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1) Scott’s entry into the world of Financial Planning.
2) The success factors.
3) Tips for the new advisors.
4) Some surprises in insurance.
5) What makes Customplan stand out.

Guest: Scott Grant – Senior Financial Advisor.

Since graduating from BCIT in the business program in 1987 Scott has
been an entrepreneur. In 1995 he joined the financial industry where  he
quickly put his leadership skills to work building a significant
practice working with Business Owners, Professionals and Families. Scott
is also a stakeholder in Customplan Financial Advisors Inc. where he
teaches, mentors and speaks to advisors across Canada.

Scott’s designations are many; he is an Elder Planning Counsellor, a
Qualified Associate Financial Planner, and a qualifying member of the
Million Dollar Round Table.

Contact: scottg@customplanfinancial.com

 

Who are insurance brokers and what they do. Business insurance | Episode 20

FinancialPodcast.CA: Interviewing Professionals
Who are insurance brokers and what they do. Business insurance | Episode 20
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1) Benefits of an Insurance broker
2) Home based vs small business
3) What a business owner needs to think about when considering insurance needs
4) What affects insurance pricing
5) Role of a broker in a claim situation
6) Pandemic considerations
7) Advice & Recommendations

Guest: Paul VanderHooft, B Comm, CIP, CAIB.

Paul is a married father of 2, who started in the insurance business in
Manitoba. He has been in the insurance industry for over 20 years and
has many accomplishments to his name. He achieved his Canadian
Accredited Insurance Broker (CAIB) designation, the Chartered Insurance
Professional (CIP) designation, he is a Past President of the Insurance
Brokers Association of Alberta, and he is the Alberta Director of the
Insurance Brokers Association of Canada.  He is the Commercial Manager
with Westland Insurance in Lethbridge, Alberta.
Westland Insurance has been in business for over 40 years and they are
now coast to coast having just expanded to Nova Scotia and Quebec, to
add to their locations in Ontario, Manitoba, Saskatchewan, Alberta, and
BC. Westland Insurance now employs well over 1600 employees.

Contact information:
Website: https://www.westlandinsurance.ca/
Email: pvanderhooft@westlandinsurance.ca
Lethbridge office: 403-328-7777

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