Are you an Advisor, Insurer, Employer, TPA or anyone that works in and around the Employee Benefits Space? Are you in the Greater Toronto Area?
If so, this event is for you.
This Canadian Group Insurance Brokers event is an in-person, full day seminar, made for those benefit focussed advisors, their staff, and clients that want to improve the value they add and up their benefits knowledge.
We'll have an in depth presentation on the math and workings behind renewals. Members have asked this for years, so now is the time to attend and sharpen your skills.
Our second spot will be a last minute presenter, with details to follow.
Lastly, we are repeating our employer panel with 3 employers sharing some of their benefits history. They represent large corporations, mid-sized not for profits and small to mid sized start ups and growth companies. We last did this event 10 years ago and the room was packed.
The panel will also be answering the questions you want to know about, that you wish you could ask your clients. How often do they want to hear from us? What are good value adds? What about new offerings? Does disclosure matter? etc. etc. Book your spot, bring your questions and be ready to interact.
Book your spot, and invite your staff, clients, friends and associates.
https://lnkd.in/gXJ7iBtH
Topics & Speakers ...
Employee Benefit Plan renewals - Anthony Feher
- We'll walk through the whole process. Selling the renewal before the initial sale, the math behind the rates, removing non-recurring (acute) claims, and maybe even get into options when renewing plans with high cost claims
Session #2 - Topic & Speaker to be confirmed
Employer Panel - Matt Garrison - Sabrina Mattiucci - Joanne Patriarche
Your chance to ask employers all the questions you WISH you could ask your clients. We'll ask employers what they think of; their advisor, how they refer, suggestions and ideas, advisor support, the value added, how they are educated, disclosure (commissions?), innovative plan designs, pricing, renewals and much more.
If you are a benefits advisor trying to be one of the best in, you need to be here.
https://lnkd.in/gXJ7iBtH
6 ONTARIO CE credits will be applied for, for those attending the ENTIRE session. (Part CE are NOT available)
Shareholder/Vice President
8moThrilled to have an opportunity to use my experience to help grow this market. I'm humbled by the opportunity and look forward to working with our team here in the Kansas City Market, our Region, along with our National Team at Alliant Insurance Services. Blessed that Rick Kahle invited me to join him on this endeavor!