Happy Life Wealth Management Inc. Was Invited To Attend The 2024 Manulife Elite Forum
Manulife CEO, Mr. Naveed Irshad (second from the left).
Founder of Happy Life, Mr. Eric Luo (third from the left) and Director of External Relations, Ms. Angel Shuhe Luo (first from the left).
On January 28, 2024, the Manulife Elite Forum, a summit that gathered a luxurious lineup of the global insurance industry's elites, was grandly opened in Nashville, the largest city in Tennessee, USA. The event was hosted by Manulife Life Insurance Co., the largest life insurance company in Canada. Mr. Eric Luo, the founder of Happy Life Wealth Management Inc., and Ms. Angel Shuhe Luo, the Director of External Relations, attended the event on behalf of their team.
Established in 1887, the Manulife Life Insurance is a company focused on insurance and related financial services. It is now the largest life insurance company in Canada and one of the 15 largest in North America.
The forum, held from January 28 to January 31, 2024, brought together insurance industry elites from across the world to discuss financial investment, wealth management, customer training, and new developments, objectives, and strategies in the financial and insurance industries. The future emphasis on global wealth planning and comprehensive client risk management was particularly highlighted.
Beyond the insights shared by high-profile guests, the summit also featured several breakout sessions that addressed various hot topics in the global wealth management arena, such as:
• Unleashing Potentials — Finding insurance opportunities in unexpected places • Ownership of Life Insurance — It's not always as simple as it seems
• Estate Planning — What do life interest trusts have to do with it
• Legacy Planning — Navigating the underwriting considerations for generational wealth transfer cases
These discussions included in-depth analyses of numerous case studies, providing a wealth of information to the participants, and proving very enjoyable even for experienced industry professionals. The summit also paid special attention to the Chinese-speaking world by organizing Mandarin breakout sessions and inviting many senior practitioners to participate in internal communications with Manulife's top management, aiming to offer more personalized services to the industry and clients in the future.
The summit's highlight was the keynote speech delivered by the specially invited guest, Ms. Nicole Malachowski from the prestigious American "Thunderbirds" flight team. She shared her insightful perspectives on personal and team success, drawing on her more than twenty years of experience as a combat pilot. She highlighted that success hinges on striving to excel both as individuals and as teams. Those who achieve the highest levels do so by pushing boundaries, challenging limits, and striving to accomplish as much as possible to the highest standards; and even in failure, there are perfect lessons to elevate us to the next level—change is continuous and challenging, but it must be anticipated. Her speech offered an energizing and practical blueprint for individuals and organizations aiming to maximize their potential.
Keynote speaker, Ms. Nicole Malachowski from the Thunderbirds.
Furthermore, aligning with the event's location in Tennessee—the cradle of American country music—the summit treated guests to a fabulous musical segment, allowing everyone to indulge in the upbeat and melodious tunes of American country music, mingle, and dance, rounding off the three days of back-to-back agenda with a perfect finale.
All photos taken by Ms. Angel Shuhe Luo.
As an innovative and comprehensive financial group offering personalized services, Happy Life Wealth Management Inc.’s invitation to the Manulife Elite Summit was a testament to its impressive track record and commitment to excellent customer service. The recognition reflects the professionalism and dedication of the Happy Life team, who consistently help clients reach their personal and family wealth goals—a steadfast commitment to their service philosophy. Happy Life Wealth Management, where life and wealth flourish together.
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