Registration will close on May 31, 2024
Registration, Hot Breakfast & Networking
Sponsor Presentation • Desjardins
Why have a PACL? • Part I
Dave Patriarche

"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.

  • Dave Patriarche (Mainstay Insurance Brokerage)

    Dave Patriarche

    Mainstay Insurance Brokerage
Break
Building your PACL • Part II
Dave Patriarche
  • Dave Patriarche (Mainstay Insurance Brokerage)

    Dave Patriarche

    Mainstay Insurance Brokerage
Lunch (soup, salad and sandwiches) • Content Chat w/ Desjardins
Dave Patriarche
  • Dave Patriarche (Mainstay Insurance Brokerage)

    Dave Patriarche

    Mainstay Insurance Brokerage
Using the PACL • Part III
Dave Patriarche
  • Dave Patriarche (Mainstay Insurance Brokerage)

    Dave Patriarche

    Mainstay Insurance Brokerage
Using the PACL • Part IV
Dave Patriarche
  • Dave Patriarche (Mainstay Insurance Brokerage)

    Dave Patriarche

    Mainstay Insurance Brokerage
Break
Discussion around legal and YOUR cases
Closing Remarks
Dave Patriarche
  • Dave Patriarche (Mainstay Insurance Brokerage)

    Dave Patriarche

    Mainstay Insurance Brokerage