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EPISODE 1

THE GREAT WEALTH TRANSFER | 3 KEYS TO SUCCEED

Intermediate to advanced advisors

1 CE Credit

Duration: 1 hour

More wealth is changing hands than ever before. The “trillion-dollar opportunity,” aka the GREAT wealth transfer, is here! Ready to take things up a notch?

Join our experts as they share the keys to successful estate planning for your clients and to ensuring the longevity of your practice.

Leveraging the latest trends and industry data, learn about best practices and strategies for ensuring a smooth and efficient transition, with iA’s product shelf at the core of making it happen.

Strengthen the trust of your clients and their families, shine in your advisory role, and stay ahead of the game. We’ll see you there !

	April 17, 2025
	1:00 pm (EDT)
	Virtual

Watch replay

SPEAKERS

Ken Godfray

Vice-President, Sales, Independent Distribution Networks, Individual Insurance

Ken is responsible for the strategic direction, vision and growth of individual insurance sales. Based in Vancouver, Ken leads a dynamic sales team focused on generating sales through our distribution partners in the independent brokerage network.

Angelina Basra

Sales Director, Investments

Angelina has been supporting Ontario MGAs in a sales capacity as Investment Sales Associate, then Sales Director, for eight years. Angelina has 11 years of industry experience. She graduated from York University with a specialized Honours BA in Global Political Studies and Economics. Upon graduating, she was selected to be part of a small team in Washington D.C. that published a book on the 2008 financial crisis.

Avagail Igonia

Sales Director, Life Insurance

Avagail grew up falling in love with the insurance industry even before she knew it existed. Her childhood experiences led her to have a passion for helping others. This then translated to a career in health care. She continued to work in the medical industry for four years until she realized that it was not fulfilling her desire. In 2010, her days in the hospital came to an end and she decided to pursue the world of insurance. Her passion became a great fit for the insurance industry!

With over 15 years in the industry in many different roles, she has been privileged to be working alongside advisors, inspiring others, building businesses and educating those around her. She has her MBA in leadership excellence and is eager to showcase what value she can bring to your business. If she’s not working, she is out enjoying the sunshine with her family!

LEARN MORE ABOUT THE EVENT

New!

Three languages offered

This episode will be streamed in French, English and Mandarin to provide you with the best possible advisor experience. Register for the event in the language of your choice!