CGIB June 3^rd 2025 Seminar - CALGARY

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, protect your clients, and set yourself apart from other advisors selling benefits.

Group Renewals - The Math and More

A properly educated client is more likely to be a long-term client. In this session, Jay will review the factors and math process insurers use to calculate renewals. You will also learn about insurance company discount processes and how to use all of this information to determine if your insurer is under quoting or right pricing your client to predict future renewal rates Jay will also share his method which supports you in selling the renewal before you even place the group.

The People behind the Claims

When advisors make recommendations on drug coverage, it's often based primarily on rising plan costs. Little if any consideration is given to the impact decisions have on the individual plan member or dependant. Hilary Ballantyne will share her story of how receiving catastrophic drug coverage impacts both the individual and their family.

Employee Benefits and Taxation: Important Details You Didn't Even Know Existed

Topics will include: Income Tax Interpretation Bulletins (including the 10 you must have on hand), Folios, PHSP's vs HWT's, METC's, T4 Box 40 and Box 85, Personal Service Business designations and more. Not sure of the acronyms? Then you definitely need to be in attendance.

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 helps to stabilize rates and reduce liability for all parties involved including the insurer, advisor, employer and their employees and dependants.

If you are a benefits advisor, you need to be here.

6 ONTARIO CE credits will be applied for, for those attending the ENTIRE session. (Part CE are NOT available)