CGIB May 2025 Seminar - TORONTO - NEW DATE

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.

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.

Taxation Meets Employee Benefits - Everything you wanted to know about the tax rules in group Insurance

From the basics to the more confusing, we'll cover it all. Topics will include; IT bulletins (including the 10 you need to have on hand), Folios, PHSP's vs HWT, METC's, T4 Box 40 and 85, PSB designations and much much more.

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.

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

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