illnessPROTECTION.com™ - Canada's Leading Life Insurance Advisors
Speaking Testimonials

“Mark is Canada's TOP critical illness expert - no one has sold more, paid more claims and provided greater amounts of family financial security for their clients against the financially ravaging effects of cancer, heart attack and stroke. One hour spent with him is worth literally hundreds of thousands of dollars for those who recognize the statistical fact that it's not IF they will need "recovery money", but rather WHEN.”

Anthony Morris
International Speaker & Practice Development coach in Financial Services
www.anthonymorris.ca

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“I wanted to sincerely thank you for making our Back to Business Sales Congress a resounding success!
Participants felt that the information you provided was exactly what they needed to finish their year strong. The layout of the day with having you on first thing to get everyone energized and thinking as well as at the end of the day so they left motivated and ready to roll was perfect.  We have received many different comments the most common being the ability to provide such a high level of content here in Kingston for such a reasonable cost!
Thank you again for significant contribution for building the profile of living benefits within our industry!”

Sherry Miller, CFP, CLU, CHS, EPC
Advocis Kingston Sales Congress Chair 2011

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“Mark, what a special pleasure it was to meet you and have you present to the 2011 Advocis Atlantic School.  Your presentations -The Critical Path: Opportunity Knocks and Proven Sales Strategies were both ranked as excellent by the eighty plus students in attendance and you personally ranked the highest amongst the 7 speakers presenting. You have a great gift of relating to people and you do it with humility and humour (something we all could use more of). The ideas and concepts you gave during your presentations will definitely make advisors very excited because it's those types of ideas that make things happen in the field. I personally took a lot of notes and intend to pick the nuggets and apply them.

Thank you on the school's behalf and very much hope we see you again. -  I would not hesitate to recommend you anytime!”

John Wilson, CFP,CLU,CH.F.C.,RHU
2011 Advocis Atlantic School Chair

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“We had the opportunity of having Mark Halpern speak about the need for critical illness insurance at our Durham Advocis Annual Professional Development Day.

His presentation was very educational, motivating and at times light hearted. Mark has a passion for helping people prepare financially for an unexpected critical illness and this passion was clearly evident in his message to approximately 125 financial advisors this past April.

Mark - thank you for contributing to the success of this day."

Wayne J. Daley CLU
President, Durham Advocis

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 “Mark’s participation in our recent Critical Illness Symposium was excellent.  His passion and drive in educating individuals and advisors on the need for Critical Illness makes it clear why he has been the #1 advisor of Living Benefits products for the past few years with one of the major Insurance Companies.  The fact that he will sit down and help other advisors to incorporate Critical Illness into their practice shows his commitment to all clients, not just his own.  Thanks Mark.”

Kim Fernandes, FLMI
Regional Vice President, Ontario
Hub Financial

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“Your presentation at The Advocis Ontario School at Blue Mountain was top notch, the content was both practical and entertaining. For two days, our attendees were inspired by your presentations that dealt with “real world” sales ideas and encouragement to further professionalize our industry.Thanks again for participating and helping us raise the bar.”

Robert McEachern, BPHE, B.Ed., CFP, CLU
Chair of Advocis Ontario School 2004-2009

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“Your recent presentation to our top young advisors in the Manulife Associate Advisor program was excellent - a genuine highlight of the Associate Advisor Conference.
Thanks for your generosity in sharing proven sales methods and for inspiring a new generation of advisors to raise the level of professionalism in our industry.“

Neil Ouditt
National Director, Associate Advisor Program
Independent Advisor Channel

Manulife Financial

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“Mark - Thanks again for your help in making our First Canadian Long Term Conference a wonderful success. The feedback we received from advisors about your presentation at the event was excellent. The advisors who attended were grateful that you candidly shared with them your personal sales techniques and methods. Your passion for Living Benefits is well recognized throughout the industry and your results speak for themselves. It was a pleasure to have you as one of our speakers and we wish you continued success.”

Hélène Michaud
Assistant Vice President, Marketing
 
MunichRe Canada


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“I want to personally thank you again for joining us at our National Sales Conference in Toronto.  The conference was attended by 350 people under the theme “The Power in You”, and your insights on becoming successful in life as a whole person resonated strongly.  Many of our team members raved about the content, the discussion was first rate.  We appreciate your sharing of time and expertise.  One of our goals for the conference was to create a values-based conversation beyond the traditional business goals.  You definitely helped deliver a meaningful message to our attendees.”

Victor Dann
VP Toronto Radio Sales
Rogers Broadcasting Ltd.

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“Your keynote address at our Kickoff Meeting at the Mississauga Living Arts Centre hit the mark and them some! Thanks for helping us motivate our sales force and for putting real meat on the bones.  More than 250 insurance professionals attended, and there’s no doubt that your words had a positive impact on everyone, including me.

You demonstrated your passion for Living Benefits and our shared belief that we still need to improve the level of professionalism within our industry. It’s no wonder that you have become Canada’s best known Living Benefits advisor.

Thanks Mark.”

Andy Gellatly, CLU CMP
Principal
IDC Financial Group

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 “Thank you for an excellent morning of training!  My team and I have attended many training sessions over the years, but we rarely get as dynamic, inspiring and practical a presentation than the one that you gave at the Sheraton Hotel last week. My partner Jaymie Bongard agreed that your presentation included strong motivation to a higher level of professionalism and proven sales techniques. It was a powerful combination that inspired confidence among our advisors. We especially appreciated your openness and generosity in sharing your personal sales methodologies."

Gary Mandel
President & CEO
Independent Financial Concepts Group Ltd.

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 “Your presentation at the 2009 Critical Illness Insurance Conference in Bonita Springs, Florida was highly informative and refreshing. Mark, as the very first advisor invited to speak at our conference, you should be gratified to know that many of our conference attendees contacted me afterwards to express their appreciation too.
Your unbridled passion for what we do helps all of us, and your willingness to share personal experience and proven sales methods was truly inspirational.
In contrast to many industry speakers, you deliver pragmatic and workable sales ideas that can be implemented to achieve sales traction.
On behalf of our sponsors, LIMRALOMANACII, and the Society of Actuaries, thanks so much for inspiring and motivating our members.”

Ken Smith, CLU
Director of Product Sales,
Assurity Life Insurance Company, USA

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“Mark - your presentation at our 4th Annual Practice Development Retreat in Montebello, Quebec was excellent...both informative and entertaining. 
Your insights on Critical Illness Insurance inspired us, and your step by step explanation of how you became the Top Living Benefits Advisor in Canada was full of practical advice that our advisors genuinely appreciated. Thanks again for attending and making it such a memorable event.”

James Deakin, ASA, CFP, CLU
Regional Vice President, Eastern Canada

Sun Life Wholesale Distribution

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“Thanks again for your presentations at our Group Critical Illness Educational Seminars.
Our attendance figures spoke highly of your popularity as a presenter!
Your insights on the importance of Critical Illness Insurance and living benefits for group benefit plans were very appreciated by the attendees at our meetings.
You helped to motivate and educate the brokers in attendance, first by explaining why they mustn't neglect Group Critical Illness and then by providing practical and workable sales ideas that you have field tested yourself.
We all appreciated that you shared your personal presentation and sales techniques - highly unusual in this business!

Thanks again for helping to make our events so successful.”

Eddy Levy
Vice President, Sales & Marketing
ACE INA Life

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"Your closing address at our Wealth & Estate Planning Symposium was fantastic!
'The Critical Path' presentation delivered on its promise - you demonstrated the importance of branding, marketing and especially how incorporating Living Benefits leads to becoming the Trusted Advisor.
I can tell you from verbal feedback that you won over the crowd and people took copious notes.
Our agents really appreciated your openness and sharing personal techniques and stories - you inspired them while explaining the 'how to'.
As a result, we closed the conference on a very high note.  Thank you.

I hope our paths cross again.”

Jason Gallienne
Wealth & Estate Planning Consultant
The Co-operators

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“Mark - Your keynote presentation at our 8th Annual National Conference in Niagara Falls was excellent. Your comments on the need to raise the level of professionalism within our industry combined with practical business ideas genuinely resonated among our members.
As an independent advocate for the financial planning profession in Canada, our association truly appreciates your well-publicized efforts that help all of us.”

Shirley Myers
Vice President of Member Services

Canadian Institute of Financial Planners

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“Hi Mark - Thank you again for speaking at our Allied Professional Council meeting this morning. The presentation was extremely well done and not only informative but engaging. The number of questions asked and notes being taken was indicative of the level of interest in your topics. You are extremely knowledgeable and your sharing that knowledge with the group was appreciated. I'm sure everyone left with the plan to put some point into practice within the next 48 hours! Thank you again!”

Jan Black
Director, Planned Giving

Markham Stouffville Hospital Foundation

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