"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. Over 500 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 clients and help to move the discussion away from price alone.
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 both your clients and your practice.
3.0 CE Credits will be provided to those who attend the entire presentation.
This event is open for sponsorship
YOUR FIRM NAME HERE
Please take a moment to visit their site and learn more about the firm and its services
Wednesday, December 7, 2016 8:00 AM - 12:00 PM
Monte Carlo Inns - Downtown Markham7255 Warden AveMarkham, Ontario L3R 1B4905-752-2700
40 (-5 remaining)
If you are travelling from afar and want to avoid the morning drive (and rush hour), the Monte Carlo Inn has made discounted rooms available for $92.00 + tax with Wi-Fi and parking included.
To book a room call Marina directly at 905-849-9500 ext 232 or firstname.lastname@example.org or just mention Canadian Group Insurance Brokers when making your reservation.
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