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Articles and Speeches

Articles

Life Insurance - An Overview

Disability Insurance - An Overview

Retirement Planning For Professionals

Employment Contracts For Employed Professionals

Service, The Brokerage Company & The Agent

From Prospect To Claimant (A Disability Story)

Creating A Steadier Income Flow

And You Can Take It To The Bank

The Business Owner As Key Person

The Underwriting Dilemma

Shape Of The Future


Speeches

Independent Life Brokers Summit October 4, 1999

Part 1 - Determining the need for disability coverage, evaluating alternative coverages, making written recommendations.

Part 2 - Taking the application, reporting to the insurer and client, annual reporting to the client, regarding options and coverage, providing timely advice and counsel.

Part 1 - Writing the bullet-proof application: providing documentation and substantiation of information provided and creating a reasonable expectation of the performance of the product purchased.

Part 2 - How to assist, not hamper, a disability claim.

IFBC Summit Fall 2000 - Permission Marketing

Client Service in a Demanding Age
presented at Independent Life Brokers' Education Summit, Seminar #20 - May 15, 2000

Anatomy of Disability Claims and Claimant's Attitudes
presented at Independent Life Brokers' Education Summit, Seminar #21 - May 15, 2000
Disability Income Replacement The Importance of Disclosure and The Duty of Care
presented at Advocis Education Summit Banff- August 18, 2010
The sale and servicing of an ongoing Insurance Practice Banff School August 18 2010
presented at Advocis Education Summit Banff- August 18, 2010

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