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Ottawa Chapter January 31, 2013

Ottawa Chapter January 31, 2013. Advocis Working on Your Behalf. Overview. Advocis Regulatory Affairs Recent lobbying success Raising Advocis’s profile Advocis research initiatives Advocis Legislature Days Education update APA update. Advocis Regulatory Affairs. Fiduciary Duty

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Ottawa Chapter January 31, 2013

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  1. Ottawa ChapterJanuary 31, 2013 Advocis Working on Your Behalf

  2. Overview • Advocis Regulatory Affairs • Recent lobbying success • Raising Advocis’s profile • Advocis research initiatives • Advocis Legislature Days • Education update • APA update

  3. Advocis Regulatory Affairs • Fiduciary Duty • Banning of third-party commissions

  4. Recent Lobbying Success • Manitoba’s proposed tax on critical illness insurance, disability insurance and individual corporate-owned life insurance

  5. Advocis went public with its concerns • Over 15 media outlets picked up the story

  6. Media Successes in 2012 Almost 400 Advocis mentions in consumer and industry media in 2012

  7. http://link.advocis.ca/download/BNN-Greg.html

  8. Advocis in the News Advocis was mentioned over 30 times in January 2013, including coverage in: • CKNY Radio Vancouver • The Globe and Mail • Globe Advisor • The National Post • MoneySense • CBC online • Investment Executive • Insurance and Investment Journal • Yahoo! Finance • Reuters • Canadian Business Press • St. Catharines’ Standard

  9. Advocis in the NewsGlobe and Mail Jan.17, 2013

  10. Advocis in the NewsGlobe and Mail Jan.17, 2013

  11. Advocis Research Initiatives • Advocis commissioned Investor Economics to provide information about the economic impact of financial advice

  12. The financial advice industry in Canada [1]Source: Investor Economics, February 2012[1All data in this profile is from Investor Economics, February 2012 Report, unless otherwise indicated

  13. Life and health insurance advice in Canada New Business Life & Health Insurance Premiums in Canada - 2010 ($millions) Note: Represents insurance solutions provided by independent and career advisors only

  14. Financial advice spans entire life cycle of Canadian families

  15. Advocis Research Initiatives … continued • Advocis partnered with IFIC to deliver the results of a scientific study that shows new evidence on the value of financial advice

  16. CIRANO study on the value of financial advice

  17. Advocis Legislature Days • Ontario Legislature Day, April 24, 2012 • Alberta Legislature Day, October 24, 2012

  18. Education Update • Update 2013 • CHS program • LLQP

  19. APA Update • No premium increases in 2013 • Continued growth in certificate holders • Exempt market product coverage • New education programs for 2013

  20. chair@advocis.ca (250) 765-9884

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