Geller Insurance

CURRICULUM VITAE - Lawrence Ian Geller
President - L.I. Geller Insurance Agencies Ltd.
P.O. Box 130, Campbellville, Ontario, L0P 1B0
905-854-4114 FAX 905-854-3939
E-mail Contact www.geller-insurance.com

Chartered Life Underwriter (CLU Canada)

Founder:

www.foradvisorsonly.com - Internet based discussion board for members of the financial services industry

Feature writer:

MarketingOptions Online - June 1999 to September 2000 and MOExchange 2006
The LUAC / CAIFA Forum- 1985 to 1995
The Toronto Life Underwriter - 1985 to 1993
IMPACT - CAIFA Winnipeg - 2001 to present
Professional Administrator, The Journal of the Institute of Chartered Financial Secretaries and Administrators in Canada - 1991 to 1993
Health Insurance Underwriter Magazine (HIU - National Association of Health Underwriters) - 1999 to present
Insurance Company in house magazines

Articles Reprinted in:

Trust Company in house magazines and an UK bank, insurance division in house magazine
The magazines of Local Life Underwriters Associations in Canada and the USA
Insurance Company in house magazines and periodicals
The Health Insurance Underwriter Magazine (HIU - National Association of Health Underwriters)

Speaker on Disability Income, Seminar Selling, Target Marketing and Marketing Techniques, Permission Marketing at:

Senior Sales Seminars of several insurance companies
Local Life Underwriters Associations, Study Groups & CLU / CHFC meetings (Toronto, Kingston, London, Kitchener, Brantford, Hamilton, Trenton, Peterborough, Boston, Wisconsin, Washington State, Indiana, Calgary, Winnipeg, Edmonton, Red Deer, Vancouver, Halifax, Ottawa, Boston, Durham, Guelph, Owen Sound, Bellville/Kingston)
Branch & Brokerage offices (North American Life, Sun Life, London Life, Imperial Life, Canada Life, Zurich Life, Prudential Life Insurance, Prudential Life Assurance, Crown Life, Confederation Life)
The Ontario, Atlantic, Banff, Manitoba, Pacific, Capital, and Whistler LUAC/CAIFA/Advocis Schools - 1991/92/97/98/2006
CLHIA Annual General Meeting 1990, CLU Annual General Meeting 1992, CALU Annual Meeting 1994
IFBC (Independent Financial Brokers of Canada) Summits - 1999 and 2000
PIAF (The Peel Institute of Advanced Finance) Symposia - 2000 to present
The International Society of DI Professionals - October 2005
Guardian Berkshire Spring 2006
Advocis AGM June 2006
Speaker on The Shareholders Agreement, Unprecedented Challenges at The Law Society of Upper Canada, Continuing Legal Education - 1994
Speaker on The Ontario Family Law Act at CCH Toronto - 1986
Speaker at annual meetings of TLU on Ethics & Practices (LUATC) - 1987 to 1997

Expert Witness in the areas of Ethical Conduct (Insurance Agents), Policy and Contractual Provisions, Insurability, Benefit Payment Provisions (Disability and Life Insurance), Replacement, Agent Conduct at Juridic and Administrative levels.

Member:

The Toronto Chapter / Canadian Association of Insurance and Financial Advisors
Conference on Advanced Life Underwriters (CALU)
The Independent Financial Brokers of Canada (IFBC)
TLU Ethics & Practices Committee - 1983 to 1990 (Chief Investigator - 1985 to 1988); Member of Committees Empowered to Act - 1987, 1988, 1989, 1990 (Chairman), 1996 (Chairman)
LUAC Ethics & Practices Committee - 1996
Advocis (TFAAC) Public Affairs Committe (2005/6), Nominating Committee (2005/6) Board of the Advocis Protective Association (2003/5)
The International DI Society (Chair Mentorship Program) (2004 - present)

Contributed to:

Report on Business (Globe & Mail) Insurance Report - 1988 & 1989
Physician's Financial Monthly - Fall 1992 (Disability), Spring 1993 (Life Insurance)

Consultant / Joint Work:

with senior agents (MDRT/COT/TOT) in 7 cities (Can/USA/UK) and for Major Agency Association Groups
for legal and accounting practices (Claims Support /Litigation Support / Dispute Resolution / Will Variation)
The Superintendent of Insurance of The Province of Ontario (expert witness)
The Superintendent of Insurance of The Yukon Territory (investigator)
major Canadian insurers (disability plan design, agent activity)