Session Description

Targeting a handful of high-net-worth clients has its appeal, but there's a tremendous opportunity to service today’s under-insured – and frankly, underestimated – family market. Baldwin built his business around selling a high volume of smaller policies to families and small business owners across Western Canada. Learn powerful insights to help you connect with this overlooked market, and inspire them to take action and protect their financial futures.

Biography

Wade Baldwin, CFP, is a 17-year MDRT member with three Court of the Table honors. He is president of Baldwin & Associates Financial Services Ltd. He is currently serving as a Zone Chair in the MDRT Membership Communications Division and will assume the role of vice chair for Advocis in June 2015. Baldwin focuses on the family market and averages almost 150 insurance applications per year. He holds a unique feat within his company, Sun Life: qualifying for every spring, summer and fall campaign, as well as every convention, since starting with the company in 1996.

Baldwin & Associates Fin Svcs Ltd
5980 Centre St SE
Calgary, AB T2H 0C1 Canada

Email: wade.baldwin@sunlife.com
Phone: 403-266-2061
Website: www.sunlife.ca/wade.baldwin