"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.

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  Dave Patriarche

  Mainstay Insurance Brokerage

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  Dave Patriarche

  Mainstay Insurance Brokerage

  Dave Patriarche founded Mainstay Insurance Brokerage in 1996 as a one-person shop specializing in providing employee benefits to small and mid-sized businesses in the Greater Toronto Area.
  
  Dave is a strong believer in continuing education and recognized the need for the group insurance industry to broaden its efforts in this area. In 2003 he started a small networking group, which evolved into regular breakfast meetings across the GTA, then into regular educational seminars beginning in 2009.
  
  Dave is recognized as a leader in the group benefits industry, an accomplished speaker at industry events and a contributor to various industry publications. He mentors and acts as an informal resource to benefit brokers, participates in industry think tank groups as well as panels such as; the Benefits Advisors’ Drug Plan Outlook, the Canadian Leadership Council on Drug Plan Partnerships.
  
  Dave spends his spare time with his family and also enjoys taking groups sailing on Lake Ontario, the Caribbean and Mediterranean seas and has even crossed the Atlantic ocean in 2019.

  More information about speaker

• 

  Dave Patriarche

  Mainstay Insurance Brokerage

  Dave Patriarche founded Mainstay Insurance Brokerage in 1996 as a one-person shop specializing in providing employee benefits to small and mid-sized businesses in the Greater Toronto Area.
  
  Dave is a strong believer in continuing education and recognized the need for the group insurance industry to broaden its efforts in this area. In 2003 he started a small networking group, which evolved into regular breakfast meetings across the GTA, then into regular educational seminars beginning in 2009.
  
  Dave is recognized as a leader in the group benefits industry, an accomplished speaker at industry events and a contributor to various industry publications. He mentors and acts as an informal resource to benefit brokers, participates in industry think tank groups as well as panels such as; the Benefits Advisors’ Drug Plan Outlook, the Canadian Leadership Council on Drug Plan Partnerships.
  
  Dave spends his spare time with his family and also enjoys taking groups sailing on Lake Ontario, the Caribbean and Mediterranean seas and has even crossed the Atlantic ocean in 2019.

  More information about speaker

• 

  Dave Patriarche

  Mainstay Insurance Brokerage

  Dave Patriarche founded Mainstay Insurance Brokerage in 1996 as a one-person shop specializing in providing employee benefits to small and mid-sized businesses in the Greater Toronto Area.
  
  Dave is a strong believer in continuing education and recognized the need for the group insurance industry to broaden its efforts in this area. In 2003 he started a small networking group, which evolved into regular breakfast meetings across the GTA, then into regular educational seminars beginning in 2009.
  
  Dave is recognized as a leader in the group benefits industry, an accomplished speaker at industry events and a contributor to various industry publications. He mentors and acts as an informal resource to benefit brokers, participates in industry think tank groups as well as panels such as; the Benefits Advisors’ Drug Plan Outlook, the Canadian Leadership Council on Drug Plan Partnerships.
  
  Dave spends his spare time with his family and also enjoys taking groups sailing on Lake Ontario, the Caribbean and Mediterranean seas and has even crossed the Atlantic ocean in 2019.

  More information about speaker