across Canada & internationally

John is available to speak at industry conventions and also gives workshops to accounting and legal tax groups.

A few highlighted conferences include:

Advocis Regional Conference Kelowna

- Efficient funding of business life insurance needs. 

- Why business owners shouldn’t buy expensive Term insurance.

Manulife Elite Conference, San Diego California

- Working in the large case business market. 

- Helping clients solve liquidity needs, cost-effectively using advanced funding strategies.

Various professional tax study groups

- Case studies using creative uses of life insurance to solve business continuity and family estate liquidity needs.

CONTACT JOHN