This is a past event. Registration is closed. View other Canadian Group Insurance Brokers Inc events.
- Registration, Hot Breakfast & Networking
- Sponsor Presentation • GroupQuest Benefits Resources
- 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
- Break
- Building your PACL • Part II
Dave PatriarcheDave Patriarche
Mainstay Insurance BrokerageDave 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.
More information about speaker
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.
- Lunch (soup, salad and sandwiches) • Chat and Sponsor Q&A
Dave PatriarcheDave Patriarche
Mainstay Insurance BrokerageDave 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.
More information about speaker
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.
- Using the PACL • Part III
Dave PatriarcheDave Patriarche
Mainstay Insurance BrokerageDave 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.
More information about speaker
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.
- TBC
Dave PatriarcheDave Patriarche
Mainstay Insurance BrokerageDave 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.
More information about speaker
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.
- Break
- Discussion around YOUR cases
Dave PatriarcheDave Patriarche
Mainstay Insurance BrokerageDave 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.
More information about speaker
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.
- Closing Remarks
Dave PatriarcheDave Patriarche
Mainstay Insurance BrokerageDave 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.
More information about speaker
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.