Corporate Challenge

BOWLING TOURNAMENT

Thursday, October 14, 2010

12:30 – 4:00 p.m.

Splitsville Entertainment

1525 Stone Church Blvd. E.
Hamilton, Ontario

Each team will have two hours of 10 pin bowling. Bowling shoes and balls are provided. Each team will consist of 4 players, male or female,
Championship trophy awarded to display in your office.

Included is a buffet lunch and cash bar is available for refreshments.

Team Entry Fee - $200.00 includes HST

Maximum of 12 teams of 4

To register for the event, please mail cheque payable to “Advocis Greater Hamilton”.

Advocis Greater Hamilton
P.O. Box 1483
Waterdown, ON L0R 2H0

Or register online with a credit card at
http://www.advocis.ca/chapters/profiles/hamilton.html

Ph: 905-659-4077 or mailto:advocishamilton@sympatico.ca

Register your team early, so you don’t miss out!

National Quality Award

National Quality Award (NQA)
People base their opinion of the life insurance industry on the type of service they receive, or don't receive, from their advisor. To them, the advisor is the company. It is therefore important that the agent gain the respect of the policyholder as a professional who is dedicated to serving the best interests of his or her client. The National Quality Award was created in 1944 in the U.S. - and one year later in Canada - as a way of promoting and recognizing high business quality, reflected by a high standard of persistency.

The NQA is visible evidence to the insuring public of the high ideals and the calibre of competence exhibited by both individual advisors and the entire life insurance industry. The award focuses attention on persistency, permanence, stability, and quality performance, giving tangible recognition to those who strive for excellence in the life insurance business.

NQA - 2010 Application form [PDF - 274KB] - Application forward to your head office no later than August 31, 2010. Head office forward to Advocis no later than September 30th.

The NQA 2010 Application form is available at www.advocis.ca website.

Members are encouraged to engage Advocis through social media channels

It’s becoming an often used phrase – Social media is changing the way the world is communicating. Often used only because it’s true. Take for example the following statistics:
– 247 million Internet users in North America;
- today, more than 800 million will visit one of the following websites: Blogger, Facebook, YouTube, Flickr, Digg
- 200 billion Google searches every day
- 65,000 videos will be added to YouTube…today
For more than a year now, Advocis has been micro-blogging at twitter.com/advocis. Recently, Advocis has added a presence on YouTube, Twitter, Facebook, Flickr and LinkedIn. The purpose is to help create and encourage more dialogue about your association - what works and, yes, what doesn’t - and, to share Information. It is an opportunity to foster an online community to reach out and engage members in new ways.
Join Advocis on: YouTube, Twitter, Facebook. LinkedIn, Flickr
Get short, timely messages from Advocis .
Twitter is a rich source of instantly updated information. It's easy to stay updated on an incredibly wide variety of topics. Join today and follow @Advocis

2010 CORPORATE GOLD CHAPTER SPONSORS:

Please visit our sponsors booths at the Chapter Program meetings.


Our Gold Corporate Sponsors will be speaking for 1/2 hour each at the November 2nd Breakfast Seminar.

EXAM ONE

With nationwide coverage and the personal service of local ExamOne representation, we provide hands on attention to every customer and applicant. We deliver high-quality exams and all underwriting requirements are expedited to the insurance carrier, plus:

• Auto-notification (Email Status)
• Online Ordering and Status
• Industry Leading Time Service
• In-office Exam Facilities

From examiners and technology to our local representation, the helping hands of ExamOne give you more time to focus on your business.
www.ExamOne.ca

For more information, please contact
Jennifer Koshul, Area Sales Manager,
at 1-800-263-6713 or
email Jennifer.Koshul@ExamOne.com.

www.ExamOne.com • 800-268-3358

Quality Underwriting Services

Online ordering and status tracking
24x7 through our 22 Canadian branch offices from anywhere in the world.

Current insurance company requirements
For all product types based on applicant’s age and insurance amount at your fingertips.

Extensive on-line help and historical reporting features.

The highest level of customer service available in the insurance industry.

HAMILTON
Toll Free 1-800-263-6228
Tel (905) 335-8783 Fax (905) 335-0979

KITCHENER
Toll Free 1-800-443-4054
Tel (519) 571-8640 Fax (519) 571-1095

Register Today
www.qus.ca
Marketing Representative – Karen Jack

2009 Totem Pole—1st Runner Up Award

The Totem Pole Award is awarded to the chapter that has achieved the best overall results during the year in these areas of competition:

Membership
Program
Education
Advocacy
Communication/Public Awareness
Fellowship

The standings as of June 28, 2010 are below.


1. Thompson Okanagan - 69
2. Greater Hamilton - 50.75
3. Sarnia -46.5
4. North Central Sask. - 44
5. Peel Halton - 43.75
6. Vancouver Island - 42.5
7. Bay of Quinte - 38.25
8. Durham Region - 35
9. Calgary - 33.5
10 Golden Triangle - 30

MEMBERSHIP

MILESTONE ANNIVERSARIES

Congratulations to our Advocis Members celebrating July & August anniversaries:

Jason Julian, RHU 15 Years
Lawrence A. Bennett 20 Years
Ejaz Uddin Nadeem, CFP, CLU 20 Years
Chalogero A. Cicero, CFP, CLU, CH.F.C. 30 Years
John S. Hedden 35 Years



WELCOME NEW ADVOCIS CHAPTER MEMBERS

We would like to welcome the following new members to the Greater Hamilton Chapter:

Shalini Bose
Anthony Edward Giles
Kayla McLeod
Shawn Adam Moulden
Michael P. Peters, CFP, RHU
James Powell
Sarah L. Zebruck

MDRT MINUTE

2011 MDRT PRODUCTION GOALS
TOTAL MDRT August
(ELGIBLE 2009 COMMISSIONS) $64,800
Court of the Table $194,400
Top of the Table $388,800
150* Lives 100

*The minimum membership requirement is 25 lives/cases but members with 150 lives are recognized with a ribbon at the Annual Meeting.

Top Issues Facing Financial Advisors

Do you want to hear about Advocis’ advocacy efforts from top to bottom?

Advocacy is one of Advocis’ raisons d’etre. Advocis members have stated consistently that they place a considerable priority on our advocacy efforts – and Advocis has responded. All told, in 2009, Advocis made 40 submissions to government bodies and regulators across Canada. Add in the number of meetings Advocis representatives have had with policymakers and it is clear how large a task it is to represent financial advisors and planners in Canada when there are 53 government bodies and regulators in total.

Advocis has captured a presentation by Peter Tzanetakis, Advocis’ VP regulatory and public affairs, to the London
chapter at the beginning of June. It’s a comprehensive look at the regulatory landscape facing Canada’s advisors and planners. (view the video here).
Please email us at regulatoryaffairs@advocis.ca with your thoughts on the regulatory issues Advocis discusses with legislators and regulators.

Retirement income adequacy: advisors need to play a significant role

As Canada's finance ministers address issues surrounding retirement income, Advocis is on the front lines of the debate. Many financial advisors and planners who play a crucial role in a consumer’s retirement planning also help employers set up pension plans or group RRSPs for their employees. The mandate of Advocis’ new Retirement Income Adequacy Committee is to promote a sound retirement income system in Canada. The Committee has made a number of recommendations including:
reducing barriers, for example, through harmonization, so that capital accumulation plans can be established [CAP plans include group RRSPs, deferred profit sharing plans, and defined contribution (DC) pension plans];
improving incentives for employers to offer CAP plans to their employees; and,
reforms to the tax system so that DC and RRSP savings are put on an equal footing with DB pension plans.
The committee has also stressed in its deliberations the role of professional financial advice in favorable financial outcomes for consumers. These outcomes include adequate retirement income savings, planning for a child’s education, and meeting long-term health care needs, among others. Public policy needs to foster an expansive role for professional financial advice so Canadians can meet all their financial goals.
To learn more about Advocis’ submissions to governments across Canada on this subject, click on one of the following links (member ID and password required):
Government of Canada
British Columbia
Alberta
Saskatchewan
Manitoba
Ontario
New Brunswick
Nova Scotia
Please email us at regulatoryaffairs@advocis.ca with your thoughts on the regulatory issues Advocis discusses with legislators and regulators.

TIP OF THE MONTH Credit Card Payment

WE NOW ACCEPT VISA OR MASTERCARD!

To register for one of our upcoming events and use Visa or MasterCard

Visit www.advocis.ca

On the Home Page click on "Events" and find the event in the calendar you wish to attend. Click on the "Register Online" words and you will be directed to the Advocis Greater Hamilton Chapter Profile page, where our chapter events will be listed. Click on the event you wish to register with and you will be directed to the pay online registration for members and non-members.

Link http://www.advocis.ca/content/chapters/profiles/hamilton.html

We still accept cheque at the registration desk if preregistered for event.

Or mail to:
Advocis Greater Hamilton
P.O. Box 1483
Waterdown, ON L0R 2H0