Planning Opportunities with Business Owners

Planning Opportunities with Business Owners

Please join Advocis Thompson Okanagan as they collaborate together with Greater Vancouver, Kootenay and Vancouver Island chapters. 

On Thursday, January 20, 2022 at 12:00 P.M. (PST) Brad Hyde, from IDC Worldsource Insurance Network Inc presents a case study on Planning Opportunities with Business Owners, opens discussion and hosts a Q&A.

Tickets are available on a first-come-first-serve basis. As a benefit of membership this webinar FREE for Advocis Members ($25 + HST for Non-members).

• Use your Advocis Membership ID to trigger the promotional discount in Eventbrite.
• Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.

Register Early:

Available spots are limited and will be on a first-come, first-served basis.

• Registration closes January 18, 2022, at 11:30 P.M. (PST)
• This event is pending CE Credit approval.

Planning Opportunities with Business Owners

This session will cover the main areas of planning with business owners and how to spot those opportunities. Then, let's dive into a case study to illustrate the planning process and options with discussion around:

1. What to look for;
2. How to generate the need for insurance;
3. What type of insurance to use and where insurance solutions can be placed.

This will be an interactive session with participants being called on to engage in the discussion. This event is designed for CLU, CFP and CHS designation holders and students. All members and non-members are welcome to attend.

Presenter:

Brad Hyde

Director, Tax and Estate Planning, IDC Worldsource Insurance Network

Brad has been in the Financial Services Industry for over 30 years working primarily to support advisor sales efforts with concept and technical support. He spent several years building a successful practice in Ontario before moving to Alberta in 2003.

A self-proclaimed Advisor to Advisors, he has spent most of the last 17 years helping advisors build their practices through a variety of support mechanism including seminars, mentoring, joint field work and joint case development.

Brad has taken on the responsibility for providing product and technical support to financial advisors that are working or want to work in the business owner, family enterprise and high net-worth markets. He uses a team-oriented approach by ensuring business synergy and collaboration between all parties including the client, the Insurance Advisor, and other Professional Advisors (Accountants and Lawyers) to provide practical solutions that are tailored for each client.

Brad has an Honours Business degree in Finance and Marketing (BBA), and holds various industry designations, including: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and Elder Planning Counselor (EPC). Brad is a member of the Conference for Advanced Life Underwriting (CALU) and recently served as a Board member on the Edmonton Estate Planning Counsel and sits on the Board of Directors for a cybersecurity company.

Questions:

If you have any questions or concerns regarding this event, please reach out to the Advocis Thompson Okanagan: at:ThompsonOkanagan@AdvocisChapter.ca.