CGIB June 2025 Seminar - CALGARY

Topics & Speakers ...

Group Renewals - The Math and more... - Jay Nadler

How to make sense of a renewal. Understanding insurer math, calculating your own renewal and pre-selling renewals. Learn to sell the renewal BEFORE you sell the group. Stickier clients for longer is the result. More trust and value added

Price OR Value - Which are YOU Selling? - Dave Patriarche

We will share a method to compare marketing results more effectively so that clients understand and accept "right pricing".

As a result you will maximize commissions and have significantly easier renewals. This information is a great way to show your clients how the cheapest price may cost them more in the long run.

Growing your Group Business Without a Single New Sale - Dave Patriarche

Implementing just a few changes to how you do business can grow your block by as much as 25% OR MORE!

The pressure to make new sales is lessened when you are increasing the revenue from your existing block of business. Making these changes is not just about making money but will help stabilize rates and reduce liability for all parties involved including the insurer, advisor, employer and their employees and dependants.

The People behind the Claims - Hilary Ballantyne

When advisors make recommendations to drug coverage it's often based on an employers rising costs. Many times, the effect of a claim is measured on an employee's current claim (and their family) and how they are affected. What is left out is the effect on the NEXT employee that may not have coverage. Hilary will share her journey and the many challenges along the way....

Taxation Meets Employee Benefits - Everything you wanted to know about the tax rules in group Insurance

From the basics to the more confusing, we'll cover it all. Topics will include; IT bulletins (including the 10 you need to have on hand), Folios, PHSP's vs HWT, METC's, T4 Box 40 and 85, PSB designations and much much more.

If you are a benefits advisor trying to up your game and be one of the best in the biz, you need to be here.

6 ONTARIO CE credits will be applied for, for those attending the ENTIRE session. (Part CE are NOT available)