CGIB April 2nd, 2025 Seminar - MONCTON

Are you looking to up your group insurance/employee benefits game? Here is an opportunity to help you do just that!

Attend this full day event to learn new skills to grow your practice, set yourself apart from other advisors and make employee benefits the only specialty you will want to work in.

This event is limited to a maximum of 50 attendees to ensure that it is interactive and hands on. We will apply real life case studies and discuss issues and challenges you deal with every day. Agenda topics will include how to sell a well funded plan, surviving higher than average renewal increases, and identifying solutions when it looks like there aren't any. This will all help you to become the advisor that businesses want to work with.

We will share some personal learnings that have resulted in:

• retention of a very loyal client base (many for over 25 years and an average length of 16 years)
• "right pricing" - establishing plan pricing that results in longevity
• stability with plan providers (on average 11 years) reducing the administration burden for you and your client
• only marketing approximately 2-3% of cases each year (and for service or product problems - not for price).

By setting benefit plans up right at the onset, pricing them fairly, educating clients, and continuing to communicate effectively with them, you can avoid marketing and moving cases. This builds loyalty, reduces workload for all parties and gives you more time to sell.

Price OR Value - Which are YOU Selling?

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

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.

Share YOUR Tough Cases and Discuss Possible Solutions

For over 20 years CGIB has been a safe place to share information and get advice from peers. Every week we have members ask questions about how to position renewals, price unusual situations and handle complex renewals to improve their own business. Bring along your own scenarios and we will review them to help you get the sale or hold onto the client.

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

6 ONTARIO CE credits will be awarded to those attending the ENTIRE session. (Part CE credits are NOT available)