CGIB seminars will have a different look for 2020…
- We are starting seminars in both Calgary and Vancouver and these will be an annual events if attendance is good, so please spread the word.
- We are moving to a FULL-DAY seminar format so you can book for breakfast and the morning session, OR lunch and the afternoon session OR both.
- Each speaker provides a useful handout you can use in your practice today.
- We will continue to be the most thought provoking, benefit focussed, advisor aimed, interactive educational events in Canada.
“Amazing seminar yesterday.
I think the best education is education that you APPLY and build into your business processes immediately. I have spent the entire day creating disclosures that will help clients get coverage that they can rely on, while protecting me from unnecessary liability.
Thank you for making me a better broker!” RK – Advisor & CGIB Member
BACK BY POPULAR DEMAND
“Building and Using a Plan Administrator Checklist”
Dave Patriarche – President, Mainstay Insurance Brokerage Inc.
This seminar is a must for those who specialize in employee benefits or that want to. Hundreds of brokers have attended this seminar with many making it an integral part of their business practices.
We will help you create a checklist to utilize when you install new cases, train new plan administrators and conduct client renewals. Information reviewed will include: taxation, privacy, administration, HR issues and other items that will help reduce both broker and client liability. The content will help you add more value to your client relationships and help to move the discussion away from price to one of added value.
If you have not attended this seminar in the past, now is the time. If you have staff that are involved in the administration of plans, then you will want to make sure they are at this event.
We guarantee that you will learn things to help attract new clients, maintain existing relationships and improve your practice.
4.0 CE credits will be available to those that attend the FULL event.
PLEASE NOTE: This event will include a boxed continental breakfast and boxed lunch with soup salad and sandwich in order to comply with regulations around food handling and delivery. Hand sanitizer will be available throughout the venue.
ALL ATTENDEES WILL BE REQUIRED TO BRING & WEAR MASKS DURING THE EVENT
Sponsored by:
Please take a moment to learn more about them.
Agenda:
8:00 – 8:30 am Registration, Breakfast and Networking
8:30 – 11:00 am Employment Law – The Risks Employers Face in Benefits – Shane King – McLeod Law LLP
11:00 – 12:00 am An advisors perspective – Lori Power – MP Benefits Inc.
12:00- 1:00 pm Lunch and open discussion – What matters to you.
1:00 – 3:15 pm Building and Using a Plan Administration Checklist – Dave Patriarche – Mainstay
3:25 – 4:30 pm When Tech meets Benefits – Chris Gory – IPFS
5:00 – 6:00 pm Networking & Craft Beer compliments of CGIB
Sponsored By: CLICK HERE
Agenda:
8:00 – 8:30am Registration, Breakfast and Networking
8:30 – 10:50 am Employment Law – The Risks Employers Face in Benefits – Cameron R. Wardell – Mathews, Dinsdale & Clark LLP
11:00 – 12:00 am An advisors perspective – Laurie MacNeil – MacNeil Benefits
12:00- 1:00 pm Lunch and open discussion – What matters to you.
1:00 – 3:00 pm Building and Using a Plan Administration Checklist – Dave Patriarche – Mainstay
3:25 – 4:30 pm When Tech meets Benefits – Chris Gory – IPFS
5:00 – 6:00 pm Networking & Craft Beer? compliments of CGIB
Sponsored By: CLICK HERE
We will be providing Zoom based educational events FREE OF CHARGE to CGIB members each month.
Topics Covered will include:
Tuesday February 23rd 2:00-3:30pm
Selling Value over Price
Thursday February 25th 2:00-3:30pm
Prospecting in COVID times (CRM’s and more) – Sophia
Provincial Differences – looking for help on this one.
Maybe Jay for BC, Nick. M for NS, Robert for NB, Rick H. for AB, Rob A. for MB, Gavin for PQ, – if you’re interested, drop me a note.
Renewals – this may be covered in a national benefits event so we’ll wait on this.
No need to register, no cost, no CE credits.
Details in the CGIB Newsletter (twice monthly) or on the SLACK Channel
Junior Advisor Panel: Doing Business. How you do it? The challenges, opportunities and steps to success.
Sam Bligh – Harry James Group
Maureen Campbell – Flashlite Benefits
Sam Pasternak – Alliance Income
Simon Reyers- Fairway Benefit Solutions
Errors and Omissions Insurance
Roberta Tasson – The Magnes Group
Shared Experience How companies see renewals & employers view disability & We used to get sued…how we fixed that
Yafa Sakkejha – Beneplan
COSTS
MEMBERS & GUESTS: $200 for FULL DAY (includes HST #815938600)
NON- MEMBERS: $400 for FULL DAY (includes HST #815938600)
SPONSORS
Agenda:
Senior Advisor Panel: Doing Business. How you do it. The challenges, opportunities and steps to success.
Gord Cowan – Former Pres. & Owner of GPS Consulting Group
Chris Pryce – Human Capital Benefits
Lynn Wintraub – Win-Life Insurance Agencies Inc
TO BE CONFIRMED
Dental in Ontario – Increasing claims, Fee Guides & Fraud
Ontario Dental Association – Speaker to be determined.
Questioning Techniques – Aligning Clients and Advisors
Rob Crowder – The Benefits Trust
COSTS
MEMBERS & GUESTS: $95 Breakfast and morning session, $115 for lunch and afternoon session, $200 for FULL DAY (includes HST #815938600)
NON- MEMBERS: $195 Breakfast and morning session, $215 for lunch and afternoon session, $400 for FULL DAY (includes HST #815938600)
SPONSORS
