Tuesday April 29, 2025

9 am to 1 pm

4201 Lougheed Hwy - Burnaby, BC

FREE PARKING

Coffee and Continental Breakfast Provided

As entrepreneurs grow their businesses, they can often prioritize growth and efficiency over everything else. The need for business insurance can be forgotten or ignored due to more immediate concerns, in fact, as many as 25% of Canadian businesses either have inadequate business insurance or no insurance at all.

Advisors are constantly seeking ways to expand their reach, increase sales, and solidify their position in different markets. Business market penetration strategies can help to achieve these goals, offering a pathway to gain business insurance market share, maximize your revenue, and boost overall business growth.

Many advisors find the business market intimidating. Others wish to  work in this space and don’t know how to start effectively.

In this workshop, Peter will offer suggestions, ideas and concepts to answer these questions:

• Do  you want to feel more comfortable speaking with business owners?  
• Are you interested in conversation starters? 
• Are you looking for underwriting and packaging tips?

This 3 part workshop will feature the following 3 segments: 

1. Protection, Liquidity and  Flexibility; Estate Planning Considerations for Business Owners
2. Business Owners and Estate Planning: is there a role for life insurance based solutions?
3. Corporate Estate Planning with Life Insurance

The 3 goals that you will take away from this workshop are:

1. Attendees will walk away with increased comfort and understanding of the business market. 
2. They will walk away with concepts on where and how life insurance can be used in business situations. 
3. Pick up easy to use actionable ideas and  tracks to run on.

Mr. Peter Wouters, RFG., AIAA., ARP., TEP., FLMI., RHU., CFP., CLU., CHFC., ACS., ALHC., CPCA., CHS., AFSI., EPC, Director, Tax Retirement & Estate Planning Services

Peter devotes much of his time working with independent advisors and other

professionals uncovering issues and concerns faced by affluent individuals,

professionals and business owners. He supports their efforts in researching and developing optimal solutions for clients aimed at improving their financial well-being and supporting their personal wishes and lifestyles.

He has provided 1000s of workshops, seminars and technical support internationally on tax, retirement and estate planning issues, concepts and strategies. Peter, an accredited Registered Financial Gerontologist, educates people of all professions who work with or specialize in the needs, expectations and issues of an aging population.

Comprehensive lifestyle planning is an important element of these processes. He has been repeatedly interviewed on regional and national television, radio, newspapers and journals as a subject matter expert on various industry issues and developments. He is a prolific writer on matters dealing with retirement, financial and lifestyle planning, for which he has received a number of international awards.

Among his many professional and industry affiliations are: CALU (Conference of Advanced Life Underwriting), the Society of Trust & Estate Practitioners, the Institute of Research & Planning, the Canadian Tax Foundation, the American Institute of Financial Gerontology and the American Society on Aging. He is faculty chair of the International Elder Planning Counsellor program.

A graduate of McMaster University, Northeastern University and Widener University, Peter has over four decades of experience. He is a true student of business as attested to by his many professional designations. His articles have been published in newspapers, industry bulletins and trade journals throughout the world.

A note about the CE credits – These CE credits could also be used for the following Regulators and Associations. Please check the appropriate website for further CE information.  

MFDA - You can now choose MFDA credits ONLINE as part of your FREE ADDITIONAL ONLINE CE.

Please view - MFDA Approved Courses but as per the definition of MFDA CE, you can use many of our other available courses.

IIROC - Any CE credits earned from Pro-Seminars may also be used to satisfy CE requirements, provided the member firm has reviewed the course/seminar to ensure it complies with the IIROC Compliance and Professional Development requirements as set out in CE Rule 2650. 

Please view - IIROC Approved Courses but as per the definition of IIROC CE, you can use many of our other available courses.

FP Canada - CFP Designation - Any CE credits earned from Pro-Seminars are considered “Verifiable” and could be used towards the FP Canada CE categories. FP Canada leaves it up to the CFP designee to determine what category these CE credits will fall into. 

Please view - FP Canada Approved Courses but as per the definition of FP Canada CE, you can use many of our other available courses.

IAFE (Advocis) - Any CE credits earned from Pro-Seminars can be considered "Institute Approved" CE as per their definition - "All courses, presentations and seminars offered by third-party providers that align with The Institute's standards as published in the Practice Guidelines for Financial Advisors and Planners but have not been submitted to The Institute and evaluated against its Practice Guidelines. Attendees may be required to demonstrate that CE claimed as "Institute-approved" meets The Institute's standard and should therefore retain copies of the course description and record of completion in the event of an audit."

Please view current - Institute Accredited CE Courses, but as per the definition of IAFE (Advocis) CE, you can use many of our other available courses

Certificates, payment receipts and online instructions will be emailed directly after the webinar.