Al Jones CFP, CLU, ICD.D.
Chair of the TFAAC Board
Symposium 2025 features industry leaders from the insurance and investment sectors as well as prominent representatives from regulatory organizations.
This panel will explore the evolving landscape of life insurance distribution across the country. With insights from CAILBA, CLHIA, and LIMRA, the discussion will focus on the impact of digital transformation, regulatory changes, and shifting consumer preferences on both traditional and modern distribution channels. The panelists will provide a unique perspective on the challenges and opportunities facing advisors today, emphasizing how they can adapt to new technologies, navigate evolving regulations, and respond to changing customer expectations to enhance engagement and streamline the distribution process in the competitive Canadian market.
The discussion will focus on the escalating threat of cyber risks and the crucial steps advisors should consider to safeguard client data and maintain operational integrity. Gain valuable insights into effective strategies and tools to protect your practice from cyber threats, ensuring the security and trustworthiness of your business in an increasingly digital world.
The discussion will cover key topics such as AI’s benefits in claims processing, underwriting, and fraud detection, as well as the risks associated with bias, errors, and data security. Additionally, the discussion will dive into the evolving legal landscape, providing insights on how to navigate new regulations and ensure responsible AI adoption.
Provincial regulators will provide an inside look at the latest regulatory developments. This discussion offers a unique opportunity to hear directly from the regulators themselves, as they share their perspectives on key issues and the evolving regulatory landscape. Special attention will be given to regulation as it relates to licensees in the distribution of products in the life and accident & sickness industry.