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
Please take a moment to learn more about them.