"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

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  Dave Patriarche

  Mainstay Insurance Brokerage

• 

  Dave Patriarche

  Mainstay Insurance Brokerage