Jim Burton

• 
  www.ppi.ca/History.html - [Cached Version]
  Published on: 8/23/2009    Last Visited: 8/23/2009  

  Prairie Pacific Insurance was formed by Jim Burton in 1978 with the objective to work with life insurance agents who specialized in meeting the needs of the sophisticated consumer, which was at that time a very small and select segment of the market.
  ...
  Prairie Pacific Insurance formed by Jim Burton in 1978

• 
  www.investmentexecutive.com/client/en/News/DetailNews.a - [Cached Version]
  Published on: 8/6/2009    Last Visited: 8/11/2009  

  Jim Burton, PPI's chairman and CEO, explains how the process works: "We have a team of people who help and support the processing - including helping with the underwriting and the communications side of underwriting - with the underwriters and insurance companies.

• 
  www.investmentexecutive.com/client/en/News/DetailNews.a - [Cached Version]
  Published on: 8/6/2009    Last Visited: 8/11/2009  

  Although the specialized MGA has no seg funds developed in-house, it focuses on "designing propriety products and unique products for estate planning," says Jim Burton, the firm's chairman and CEO.
  
  One of PPI's most successful products has been an insurance policy geared toward entrepreneurs or anyone who holds a major stake in a company. A boon for the specialized MGA during the recession has been selling products that provide those who are insured with the money to pay capital gains taxes in the case of death, as well as giving them the funds to buy out their partner in an existing shareholders' agreement in case of the partner's death or disability.
  
  "When times are good, clients can be casual about their estate planning, and say, 'Oh, well, if something happens to me, I can go to the bank and borrow money' or "If I don't have my shareholders' fund agreement, I can always issue equity'," says Burton.

• 
  www.ppi.ca/news-views/articles-speeches/articles/adviso - [Cached Version]
  Published on: 6/12/2008    Last Visited: 6/12/2008  

  IE notes that PPI was founded by Chairman and CEO Jim Burton 29 years ago to serve the upscale client market.As stated by Jim Burton, "Our objective is to serve independent insurance advisors who serve sophisticated, wealthy and ultra-wealthy clients.
  ...
  They are completely independent," said Jim Burton.
  
  PPI advisors have the freedom to go elsewhere for their products, but because PPI is well connected in the industry, advisors can work out specialized insurance packages.One Associate affirmed these comments when he said, "I go where my client is best serviced, and 99% of the time it is with PPI.
  ...
  However, because the firm has no plans to offer mutual funds, these low numbers are of not concern to Jim Burton.
  ...
  "PPI looks to recruit advisors who are on the leading edge of their practices" says Jim Burton.
  ...
  Jim Burton said, "We spend an extensive amount of time on training.

• 
  www.ppi.ca/news-views/articles-speeches/articles/adviso - [Cached Version]
  Published on: 1/1/2007    Last Visited: 6/12/2008  

  Describing PPI as a "full service operation" employing 200 employees to support its advisors, Jim Burton, Chairman and CEO, acknowledged the array of talent available to advisors - from actuaries, tax lawyers, accountants and administrative staff.
  ...
  According to Jim Burton, "it would be more important to us to have an agent or agency that commits to working in this sophisticated marketplace."Not surprisingly, Investment Executive notes the high percentage of PPI advisors who hold designations and concludes that designations and education are part of the dedication Jim indicates is so critical to PPI's niche.
  
  Read the article:
  ...
  Jim Burton commented that, "We felt this was a benefit at the client level and at the agent level…an effective communication and administration tool."
  
  Read the article:
  ...
  "Our prime focus is to help the associate build up his or her own business; then he or she is going to be motivated to bring someone new in to continue on the renewal income and on servicing the block of business," observed Jim Burton.
  ...
  PPI was acknowledged to be "at the other end of the market…Innovative with custom insurance solutions…" Jim Burton commented that PPI's market is, "dealing with the sophisticated, wealthy and ultra-wealthy individuals and families."

• 
  2004 Convention speaker: James A. Burton - [Cached Version]
  Published on: 11/12/2004    Last Visited: 11/12/2004  

  James A. BurtonPresident and CEOPPI FINANCIAL GROUP
  
  Jim Burton is the president and CEO of the company Prairie Pacific Insurance, better known as the PPI Financial Group , which he founded in 1978.From the beginning, Mr. Burton has emphasized the design and distribution of financial products and services in the life insurance market, living benefits and group insurance.
  
  Jim Burton's passion for insurance has driven him to press for industry standards.In particular, he helped found the Conference for Advanced Life Underwriting (CALU), which he chaired until 1994.He is now an honorary member, Mr. Burton was also the president of the organization currently known as Advocis , and chaired the Top of the Table of the famous Million Dollar Round Table (MDRT).
  
  Jim Burton is actively involved in his community, notably by providing financial support to cultural activities and medical programs for children.
  
  Hailed by his peers as a leader in the financial services industry, Mr. Burton frequently attends conferences on this theme.

• 
  Articles & Speeches - [Cached Version]
  Published on: 6/27/2002    Last Visited: 7/6/2004  

  A speech given by James A. Burton at the Conference for Advanced Life Underwriting (CALU) in Ottawa on Monday, May 12, 1997.

• 
  CAIFA Toronto Quarterly Meetings - [Cached Version]
  Published on: 1/8/2002    Last Visited: 1/5/2003  

  The next Quarterly meeting is scheduled for May 17, 2001, and will feature PPI Financial Group's Jim Burton who will focus on "Embracing Change" and creating the ideal customized solutions.Mark your calendars and plan to attend this important meeting. ~
  
  CAIFA Toronto Home Hide / Show Navigation Bar

• 
  CALU | Special Report - [Cached Version]
  Published on: 5/6/2005    Last Visited: 8/12/2005  

  In these excerpts from his presentation to the 2005 CALU Annual Meeting, James Burton, Founding Chair of CALU, sets out the purpose and objectives of The Century Initiative, a major fund-raising campaign to provide Advocis with a significant infusion of capital.

• 
  Contact Page for the Media - [Cached Version]
  Published on: 9/8/2007    Last Visited: 10/4/2004  

  Jim BurtonChairman & CEOInsurance and industry trends

Page:  1 2