Registration for this event will open September 1, 2023


Our Plan Administrator Checklist Workshop is made for advisors, assistants, insurers, TPA's and anyone (even employers) that are interested in taking their benefits game to the next level.

Many of the attendees have participated in this event many times over the years (and keep coming back) learning new things each time.

The smaller workshop style event will encourage interaction throughout, so bring your problem cases, and areas of concern for group discussion.

This event will include hot breakfast & lunch, and provide 6.0 Continuing Education (CE) credits for attendees of the ENTIRE event. There is no part-day CE, so clear your calendar and get ready to grow and improve your practice.

"Building and Using a Plan Administrator Checklist"

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

  • We guarantee that you will learn things to help attract new clients, maintain existing relationships and improve your practice.


Sandman Signature Vancouver Airport
10251 St Edwards Drive
Richmond, British Columbia, Canada

See route

Contact us

For additional event or venue information, please email dave@cgib.caYou can also reach us at +1 9058869203

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