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- Registration, Hot Breakfast & Networking
- Sponsor Presentation • Desjardins
- Why have a PACL? • Part I
Dave Patriarche"Building and Using a Plan Administrator Checklist"
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 assist you in adding more value to your client relationships and to move the discussion away from price to one of added value.
Dave Patriarche
Mainstay Insurance Brokerage
- Break
- Building your PACL • Part II
Dave PatriarcheDave Patriarche
Mainstay Insurance Brokerage
- Lunch (soup, salad and sandwiches) • Content Chat w/ Desjardins
Dave PatriarcheDave Patriarche
Mainstay Insurance Brokerage
- Using the PACL • Part III
Dave PatriarcheDave Patriarche
Mainstay Insurance Brokerage
- Using the PACL • Part IV
Dave PatriarcheDave Patriarche
Mainstay Insurance Brokerage
- Break
- Discussion around legal and YOUR cases
- Closing Remarks
Dave PatriarcheDave Patriarche
Mainstay Insurance Brokerage