This is a past event. Registration is closed. View other Canadian Group Insurance Brokers Inc events.


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. We'll cover the basics (for the beginners), but then ramp up the learning, to include so much more. Many 30+ year advisors shared that they could not believe what they didn't know, after attending the event.

This FULL-DAY interactive workshop has not been performed on the West Coast.

Be one of the first to have both this tool and more importantly the skill set to use it.


A considerable number of 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, so bring your problems, and areas of concern for group discussion.

"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 will cover the basics of group insurance, but then take it to a higher level where you will walk away with great "nuggets" you can use to close sales, retain clients and separate you from the generalists selling employee benefits.

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

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.


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

See route

Contact us

For additional event or venue information, please send an email to

Sponsors and Partners