David
Engel, started with Manulife Financial in 1971, earned his CLU in 1977,
and was a consistently above average producer. David has qualified
annually for Manulife’s North American and World Conferences. He
became one of the top 25 producers in Canada and was first in a minimum
length of time, 20 years, to qualify for the 5 Star Master Builder.
Further
to David’s credit, he created numerous programs and products for
the life insurance industry. He created “The Estate Bond”
and “Generation Transfer Bond” presentations. He played an
instrumental role in creating the slide seminar “Directions”, “Agent
as Business Person” program, the “IRP” presentation, and designing
the “IRP” spreadsheet. Along with an associate,
David developed and critiqued 6 critical spreadsheet concepts currently in
use at a major insurance company.
Since
1973, David has been a member of the Million-Dollar Round Table and is a
Life and Qualifying Member, of the association. He has been
recipient of the National Quality Award since 1973, with a conservation
rate consistently above 98%. David has been a charter member of the
Executive Council, at Manulife, one of five since inception in 1987.
For the over 12 years, David was a member of Agents Council, and was
chairperson in 1987 and 1995.
In
1996, David was elected, for 6 years, to the Board of Directors of J.J.
Barker Inc. of Cowansville, Quebec.
David,
joined a major bank in Canada as an Estate Planning Advisor for the Quebec
Province on September 1, 1997. It was his role to open up the area of
Wealth Preservation Planning for the Bank.
