August CGIB WORKSHOP – Plan Administration Checklist

When:
14 Aug 2019 @ 8:00 am – 2:30 pm
2019-08-14T08:00:00-04:00
2019-08-14T14:30:00-04:00
Where:
Bellagio Event Venue
8540 Jane St
Concord
Ontario
Cost:
$150 Members & Guests, $250 Non-members
Contact:
Dave Patriarche
905-886-9203

Register Your Spot

Topic:  Building and Using a Plan Administration CheckList                BACK BY POPULAR DEMAND !

Speaker:

Dave Patriarche – 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 band improve your practice.

Sponsored By:  Best Doctors Insurance

Best Doctors

Cost: Members – $150    Non-Members  – $250  (includes HST #815938600)

THIS EVENT PROVIDES HOT BREAKFAST, AND SOUP, SALAD & SANDWICH LUNCH

Register Your Spot