Mid February 2024 CGIB News

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Dear Subscriber,

It's been a strange few weeks. From super low temps in Alberta, to Ontario being as high as 13C, to the record Maritime snowfall. It's getting hard to predict things (especially the weather), but that said, we also have more technology to help us than ever before. I'm sailing in Bahamas right now and I can get hourly estimates of wind speed and direction, temperature and even hourly precipitation (none :) looking several days out, so no surprises. The problem occurs when we try and predict a week out...that becomes much more difficult and much less accurate.

Benefits are a lot the same. Clients are unpredictable (growing, shrinking, buying, selling, etc), employees are unpredictable (quitting, claiming, getting married, having kids, becoming ill etc), insurers are...well...insurers. But, we have some great technology to help predict these things. There are those methods of an inorganic nature like; a phone, e-mail, chats etc. and the more current organic type like; your eyes and ears. Just reaching out and asking, reading about then in the news, and listening to clients is all we need to get the info we need to help and make things more predictable.

As a side note...Think about why we seek out experts, like weather people on the news. We don't know what we don't know, and they are pros that can help interpret the data, so we know what to expect. The more confusing things get (like pharma and dental care, high cost drugs etc.), the more we are needed. We are the experts to help clients and prospects know it's time to buy and take an umbrella...or not.

Keep doing great things...

Dave
CGIB Coffee Chats
Coffee chats are like a virtual breakfast. Log in, ask questions, share problems, seek solutions and talk about what's on your mind.  Best done from a computer, with a camera and a microphone. No CE credits, but also no cost, just show up.

QUICK.... PUT THESE IN YOUR CALENDARS NOW!!!!

Tuesday Feb 20, 2024 at 2:00 PM to 3:30 PM, EST
Thursday Mar 14, 2024 at 2:00 PM to 3:30 PM, EDT
Tuesday Mar 26, 2024 at 2:00 PM to 3:30 PM, EDT
Thursday Apr 11, 2024 at 2:00 PM to 3:30 PM, EDT
Tuesday Apr 23, 2024 at 2:00 PM to 3:30 PM, EDT
Thursday May 9, 2024 at 2:00 PM to 3:30 PM, EDT
Tuesday May 21, 2024 at 2:00 PM to 3:30 PM, EDT
Thursday Jun 13, 2024 at 2:00 PM to 3:30 PM, EDT
Tuesday Jun 25, 2024 at 2:00 PM to 3:30 PM, EDT

CGIB Members may join the meeting at the time above by visiting... 
BREAKFAST MEETINGS
CGIB supports the volunteers that runs the breakfast meetings below.

Please find the details for your closest location below.
Ajax, Atlantic Canada, Cambridge, Edmonton, London, Markham, Oakville, St Catharines, Toronto, Vancouver, Vancouver Island, Windsor or the Virtual National Meeting

Please contact the event champions to be added to their lists, and receive more info.  
Upcoming CGIB Events

  - Full-day Plan Admin Checklist Workshop
 - Full-day multi speaker event
 - Full-day Plan Admin Checklist Workshop
 - Full-day multi speaker event
 - Full-day Plan Admin Checklist Workshop
 - Full-day multi speaker event
     
HOLD THESE DATES    
Halifax April 2, 2025 - Price vs Value, Growing your block (w/o a sale)
Toronto May 7, 2025 - Full-day multi speaker event
Calgary June 3, 2025 - Full-day multi speaker event
Vancouver June 5, 2025 - Full-day multi speaker event
Toronto Nov. 5, 2025 - Full-day multi speaker event
Get Onto Slack and Stay Connected 24/7
The CGIB SLACK channel is a great place to pose questions, share info and learn a ton from your fellow members.  The info and discussions that are posted there are unlike anywhere in the industry with documents, videos and information available in MEMBERS ONLY to make your life easier. 

NOTE TO ALL SLACK USERS: We now have 80+ channels in Slack to handle different topics. Please take a moment to add these channels to your menu. To do so, just click on the + next to Channels on the top left. Browse the channels and then click JOIN to add each of them. By doing so you won’t be missing really great info.
Suggested Reading
We think the information contained below is of value and encourage you to read the articles and check out the events of interest. These articles and events are not created by CGIB, so please contact the organizers for more information. We take no responsibility for the websites, events, organizations or their content. 

This is great information to share with your clients and prospects in newsletters, blog posts and e-mail sharing.
ONLINE CE courses

Want to provide your admin and support staff with basic knowledge?
Want to dig into something more detailed for your benefits/insurance business?

Business Career College (BCC) has an extensive catalogue of online CE courses with a number of group benefits specific courses covering topics ranging from contractual concerns, plan designs, and underwriting requirements, to product specifics and integration with government benefits. Courses consist of narrated videos with short, online quizzes.
The full catalogue includes over 60 courses, podcasts, and videos covering topics from the world of insurance, investments, financial planning, taxation, and ethics with a focus on technical content and real-world application. Courses are accredited for the maximum categories of credits and can include provincial Life and A&S credits, FP Canada, Advocis, and more!

Use the code CGIB25 for 25% off the yearly subscription Price.
The regular retail price is $200/year, CGIB members save $50/year!!!

Sign Up
Industry Events
Prospecting: It's not who you know; it's who knows you!
(1.0 CE Credit) 
March 5, 7 & 20 at 10 AM EST

Elevate your prospecting game by improving your visibility. We’ll cover effective branding, raising awareness, leveraging social media, engaging in community involvement, and how to form strategic partnerships in this hour-long Zoomcast.

Gain insights from case studies and ask questions directly to our experts!

In this Zoomcast, we’ll look at:
  • Branding
  • Awareness
  • Social media
  • Community involvement
  • Strategic Partnerships
  • Case Studies
  • Q & A
This Zoomcast will be presented by The Benefits Trust, Canada’s largest independent third-party administrator.
 
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Suffering in Silence: The Stigma and Impact of Menopause in the Workplace

Wednesday, February 28, 2024 - 1:00 p.m. to 2:00 p.m. EST

Speaker:
Dr. Marla Shapiro C.M.
CCFP, MHSc, FRCPC, FCFP, NCMP
Professor, DFCM, University of Toronto
Mapol Inc. invites you to attend a complimentary webinar sponsored by Astellas.

The webinar will be held on Wednesday, February 28, 2024, from 1:00 p.m. to 2:00 p.m., Eastern Standard Time.

Learning Objectives:
  • Understand the impact of menopause and hot flashes in the workplace.
  • Discuss current and upcoming treatment options.
Please follow the below steps to register:
  1. Click the .
  2. Fill in the required information on the registration page, then click "Register."
  3. Closer to the webinar date, you will receive a registration confirmation email with the webinar login details.
An application for 1 CE credit will be submitted to the Institute for Advanced Financial Education. Individual CE applications are not submitted to any other regulatory body (i.e. AIC, ICM, CSF, IIROC, etc.).

Please note, this complimentary webinar is limited to invited guests including insurers, PBMs, TPAs, benefits consultants, and employers.
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 Join Canada’s premier virtual group health benefits event! 

   For two decades, the TELUS Health Annual Conference has stood at the forefront, illuminating the health benefits management landscape with unparalleled insights and trendsetting perspectives. 

Save the date today for your exclusive access to:

  •Comprehensive drug data trends and national benchmarks. 
  •Insights on health benefits trends. 
  •Continuing education credits. 

  Join us on April 23 and 30, 2024

        

Registration opens in February 2024** 
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Need help? Have questions? Looking for something?

Reach out to CGIB - Dave Patriarche - dave@cgib.ca - 905-886-9203

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