The very first thing on my new year checklist is to start to prepare for spring renewals. Your May renewals should start now with analysis, discussion and gathering questions from your clients. Be prepared and proactively anticipate questions.

My new year checklist starts with renewals

This audiobook is a detailed guide to the technical aspects of distributing and servicing group benefits plans in Canada. Designed for advisors, it gets into the nitty gritty of how renewals are priced, how to negotiate with a carrier, how to get exceptions for your clients, and any highly technical aspect of the day-to-day business. We will feature the best benefits advisors in Canada and if you have a question you'd like us to address, please reach out through our site at www.beneplan.ca.

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My new year checklist starts with renewals

My new year checklist starts with renewals

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