The Importance of Good Communication. Episode 19

1) The number one obstacle to good communication.
2) How good communication can help you.
3) Trying to pick up on body language when you are working in an online world.
4) Tips for better communication through a computer.
5) Overcoming unstable internet connections.
6) Researching your audience.

Guest: Lauren Sergy.

Public speaking and communication expert Lauren Sergy has helped people
across Canada, the US, and Europe become more powerful speakers and
communicators. Her clients include organizations such as KPMG, Northern
Trust Corporation, Alberta Treasury Branch, Alberta Blue Cross, Grant
Thornton, and many more.  Lauren teaches business communication at the
University of Alberta. Her book, The Handy Communication Answer Book,
was featured on the Best Reference Books of 2017 list by Library


Video Conference Skills Course:

Advice from an Underwriter. Episode 18

1. The role of the Head Office underwriter.
2. Insurable interest.
3. Financial Underwriting, what it takes.
4. Medical history – how do you determine when additional information is required?
5. How does the underwriter determine whether to approve, modify or deny an application for insurance coverage?
6. Are there any major differences in underwriting for the different insurance companies?
7. How long does the underwriting process take?
8. The Cover Letter.
9. Bonus: The importance of good communication. Also, expert witness cases.

Guest: Peter Speers.

Peter has been involved in underwriting for over 35 years, beginning
his career in Winnipeg with Great West Life.  He moved on to Crown Life
and Canada Life where he was the Director of Underwriting. RBC Life Insurance was his next calling, overseeing new business and underwriting.  Now, as a risk mitigation strategist, he works expert witness cases, and for complex cases partners with insurers, reinsurers and Advisors. and 604-899-1212.


Electronic Signature – made in Canada. Episode 16


1)  What is a e-signature?
2)  How does Signority prove that a person signed a document?
3)  What kind of security is in place?
4)  Made in Canada.
5)  Ease of use.
2)  Endorsed by CSIO.
3)  Special offer.

Speaker: Jane He – CEO/Founder at Signority.

Jane has been in the hi-tech industry for 25 years. She has lived in
three continents, born and raised in Shanghai, received her graduate
degree in Europe have been working as a hi-tech professional since 1996
in Canada. She worked at Nortel and several other large companies until
2010, when she started Signority. Over the last 10 years, Signority has
made several significant milestones: in 2016, the Department of National
Defense of Canada has successfully deployed that platform, through the
federal government innovation program, and, for the first time in
history, Signority helped the Government of Canada eSign the first MoU
with the Government of Great Britain.

Special offer:

10% discount off of the web listing price for the first year of a subscription. Just email or call 1-833-222-1088 and mention Financial Podcast.

Episode 13. What is a health spending account

1) Overview of how a health spending account works.
2) What it can or cannot include.
3) How it benefits the employer.
4) Potential tax implications.
5) How clients can quality.
6) The benefits of outsourcing it vs running in-house.

An interview with Andrew Brandsma

About Andrew Brandsma:

Andrew is the Director of Sales and New Business Development at National HealthClaim in Calgary, AB. He holds a degree in Commerce specializing in Risk Management and Insurance. Over the last 8 years, Andrew has cultivated a reputation by providing consultants and advisors with real-time, real-person service regarding innovative solutions, especially in regard to the growing industry requests for not only HSA’s but Lifestyle spending accounts or LSA’s.

Andrew can be reached at andrew @ or (403) 554-8510

Episode 10. What does it mean to be a financial advisor?

  • What to do before you start as a financial advisor?
  • Advice about what value you can provide clients?
  • What mindset you have to have to start a new business?
  • What qualities a financial advisor must quest to build a successful career?
  • How advisors are paid?
  • What is the difference between NET and GROSS pay?

Derek Tedrick
Forward Financial
tel: (403) 969-0330

Philosophy of retirement, what and how to achieve when you retire

This podcast is not about money

-Uncover the potential when you retire
-What is Philosophy of Retirement?
-What is Retirement Life Plan?
-How is the Retirement Life Plan related to a client’s financial plan?

During Gary’s 26 years in the financial services industry, Gary provided financial advice to thousands of clients. He came to recognize that many of these clients were in need not only of financial advice but non-financial advice as well.

Gary W. Poier, CFP
Email Gary at gary [AT] or call (403) 835-0615