Create employee benefits clients no one will be able to steal

Create employee benefits clients no one will be able to steal

Dave Patriarche Dave Patriarche

Dave Patriarche

Sailor, Employee Benefits Specialist, Association Founder, Educator, Expert Witness, Associate Film Producer & Bestselling Author

发布日期: 2020年12月7日
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CGIB BENEFITS WEBINAR

Thursday January 14th 2-4 pm EST 

"Building and Using a Plan Administrator Checklist"

This seminar is a must for those who specialize in employee benefits want to. Hundreds of brokers have attended with many making it an integral part of their business practices.  

Many think this is just an "everything you wanted to know about group benefits" seminar (and it is) but it's much more than that. 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 to move the discussion away from price to one of added value. We guarantee that you will learn things to help attract new clients, maintain existing relationships and improve your practice.

Not a member of CGB yet, no worries, there is time. Just visit

https://cgib.ca/cgib-membership/

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