This is a past event. Registration is closed. View other Canadian Group Insurance Brokers Inc events.
- Registration and Breakfast
- Panel Presentation
Maureen Campbell•Sam Pasternak•Sarah BeckerWe will have a panel of advisors, sharing some of the challenges, successes and failures they have had in starting and growing their businesses (including experiences during the pandemic).
Maureen Campbell
Flashlite Benefits
Sam Pasternak
Alliance Income
Sarah Becker
Barill & Company
- Coffee Break
- Panel Presentation • Interactive
Maureen Campbell•Sam Pasternak•Sarah BeckerMaureen Campbell
Flashlite BenefitsSam Pasternak
Alliance IncomeSarah Becker
Barill & Company
- Lunch
- E&O and what you need to know
Roberta TassonRoberta will discuss the Errors & Commissions coverage each of us is required to maintain (if we have a license). Topics will include; determining the coverage you require, an overview of E&O coverage, the areas where they see claims occuring, as well as the cyber security threats we are seeing and how you can protect yourself. Roberta will also briefly explain the process when faced with a claim, as well as how to avoid them in the first place.
Roberta Tasson
The Magnes Group
- Coffee Break
- Employer, Advisor, Employee and more
Yafa SakkejhaWe'll have an employer sharing some of their learnings in how they react to employee issues, dealing with the challenges, and how they can always improve (and maybe how advisors can help). Dealing with employee disability cases, working from home, knowing when you need HR assistance, and when to ask for help, an employers perspective is always interesting.
Yafa Sakkejha
Beneplan
- Closing Remarks