Peel Institute Spring Symposium – Toronto, April 17 & 18

The Peel Institute is offering their Spring Institute, a two-day symposium, about insurance.
The topics and speakers will provide real value to insurance intermediaries – Agents, Brokers, and others –
as well as other insurance professionals.

At the Constellation Hotel, Toronto Airport

  • Up to 17 hours of Continuing Education for Life license, CFP and RIBO

  • 2 full days of Advanced professional development

  • Over 40 different presentations

  • New! Optional hot buffet lunch with extra hour of CE available both days

Special Features!

  • All-new presentations by leading advisors will reveal what they have done and how
    they did it! Benefit from their experience and expertise.

  • Two full days of unique education for the life insurance agent and the mutual
    fund representative.

  • No company product infomercials!

Detailed information in the electronic brochure is available at
www.peelinstitute.com.

RIBO – approved courses include:

The Technology Paradox – Do Advisors Have Time For Time-Saving Technology?

Darin Diehl, Advisor’s Edge, Advisor.ca, Advisor Forum

Darin Diehl will review recent research conducted by Advisor.ca on advisor Internet usage. He will
explore practical and proven Internet and other technology strategies successfully employed by top advisors.

The presentation will be illustrated with actual case studies, citing examples of how advisors
have successfully incorporated technology solutions in their practice.

Agent’s E&O Insurance De-Mystified!

Robert Ensor, MBA & Kuntie Kunan, CIP, Marsh Canada Limited

Errors & Omissions insurance is vitally important to the personal security of every Life
or Mutual Fund Agent. Unfortunately, E&O insurance remains a poorly understood coverage.

Are you eBusiness – yet?

Duff Young, FundMonitor.com

Learn how the best advisors are incorporating a little bit of technology to help them pitch
process and promote their services. The banks are using things like aggregation already to help them build
an electronic fence around their clients (to keep advisors like you out!).

Permission Marketing

Lawrence Geller, Faculty, Peel Institute of Applied Finance

Permission Marketing is an effective method to position yourself as a resource in a market
full of competitors who offer essentially the same products and services.

Breakthrough Strategies to Achieve More By Doing Less

Ellen Samiec, Breakthrough Coaching

This interactive seminar promotes practical strategies that can be used by established financial
advisors to break through to the next level of success. Learn how to achieve greater effectiveness and
fulfillment in your work and life.

Business Valuation and Pricing,

Howard Johnson MBA, CA, CMA, CBV, CPA, Campbell Valuation Partners

This presentation is designed to provide financial planning professionals with an understanding
of how the value of a privately-held business is determined, and the factors that influence the price paid for
a business in an open market transaction.

Group Insurance – Access multi-carrier quotes “real-time” over the Internet!

Pascale Mapleston, Manager Broker, ConnectInsure

Write more business in less time by using Canada’s first on-line exchange for Insurance
Professionals. This new insurance portal allows you to reduce your group insurance sales cycle from weeks to
minutes. ConnectInsure has developed the first dynamic web-based solution that streamlines the marketing,
quoting & enrollment of group insurance plans.

For more information, www.peelinstitute.com
or email Jim Bullock with questions at [email protected]
or (416) 518-2075.