CGIB: The Navigator Podcast

Surviving a FSRAO Audit (The Navigator Podcast - Ep 04)

Surviving a FSRAO Audit (The Navigator Podcast - Ep 04)
 
Group Benefits Pro Chris Gory joins Dave and Jason for a discussion of Chris’ recent audit with the Financial Services Regulatory Authority of Ontario.
 
Supplementary Materials:
 
IPFS President, Chris Gory, Finalist For Life & Health Advisor Of The Year
https://orchardbenefits.ca/ipfs-president-chris-gory-finalist-for-life-health-advisor-of-the-year/
 
Canadian Group Insurance Brokers
https://cgib.ca/
 
Unfair or Deceptive Acts or Practices
https://www.fsrao.ca/media/6116/download
 
Apply for a new corporate or partnership life and accident & sickness insurance licence
https://www.fsrao.ca/licensing/life-and-accident-sickness-corporate-agency-or-partnership/apply-new-corporate-or-partnership-life-and-accident-sickness-insurance-licence
 
THE APPROACH: SERVING THE CLIENT THROUGH NEEDS-BASED SALES PRACTICES
https://www.clhia.ca/web/CLHIA_LP4W_LND_Webstation.nsf/resources/Financial+Advisors/$file/The_Approach.pdf
 
Fiverr
https://www.fiverr.com/
 
Creative Destruction Lab (CDL)
https://creativedestructionlab.com/
 
Market Conduct: Life and Health Insurance Agent Supervision Framework
https://www.fsrao.ca/media/9481/download
 
Thanks to all those involved in the production of this podcast!
 
First, thanks to Dave Patriarche and the entire CGIB community. This is the preeminent group for education and sharing in the group benefits space.
 
Second, thanks to our editor, Jo Tong. Jo takes care of both audio and video editing.
 
Finally, thanks to CGIB member Jordan Bulhoes, our inaugural guest, for providing original music for use in the show. The track we’re using is called “Hold Up” and features Jordan on all instruments and the singer of Jordan’s band, “Nice On”, providing vocals. Jordan can be found at Spotify under the artist name mish mash.
 
Remember to like and share the video! Leave a comment for us down below.

03 Dentistry and Benefits

Dentistry and Benefits (The Navigator Podcast - Ep 03)
 
David Stevenson, a dentist who works with the Ontario Dental Association, joins Jason and David Patriarche of Canadian Group Insurance Brokers for a discussion about the state of dental coverage.
 
Supplementary Materials:
 
Ontario Dental Association
https://www.oda.ca/
 
Royal College of Dental Surgeons of Ontario
https://www.rcdso.org/Complaints-and-Investigations/resources-for-patients/fees
 
CANADIAN GROUP INSURANCE BROKERS INC.
https://cgib.ca/
 
Non-insured health benefits for First Nations and Inuit
https://www.sac-isc.gc.ca/eng/1572537161086/1572537234517
 
Interim Federal Health Program: What is covered
https://www.canada.ca/en/immigration-refugees-citizenship/services/refugees/help-within-canada/health-care/interim-federal-health-program/coverage-summary.html
 
Dental Services (POC 4)
https://www.veterans.gc.ca/eng/about-vac/legislation-policies/policies/document/1925
 
Canada Dental Benefit
https://www.canada.ca/en/revenue-agency/services/child-family-benefits/dental-benefit.html
 
Changes to dental programs in Ontario
https://www.health.gov.on.ca/en/pro/programs/dental/
 
Thanks to all those involved in the production of this podcast!
 
First, thanks to Dave Patriarche and the entire CGIB community. This is the preeminent group for education and sharing in the group benefits space.
 
Second, thanks to our editor, Jo Tong. Jo takes care of both audio and video editing.
 
Finally, thanks to CGIB member Jordan Bulhoes, our inaugural guest, for providing original music for use in the show. The track we’re using is called “Hold Up” and features Jordan on all instruments and the singer of Jordan’s band, “Nice On”, providing vocals. Jordan can be found at Spotify under the artist name mish mash.
 
Remember to like and share the video! Leave a comment for us down below.

02 Small Town Pharmacist and Benefit Plan

Small Town Pharmacist and Benefit Plan
Pharmacist Trevor Bills joins Dave and Jason for a discussion around small town pharmacist and benefit plans
 
Supplementary Materials:
 
Life Med Pharmacy
https://www.lifemedrx.ca/
 
RxVigilance
https://www.vigilance.ca/drug-software-rxvigilance
 
Canadian Group Insurance Brokers
https://cgib.ca/
 
Thanks to all those involved in the production of this podcast!
 
First, thanks to Dave Patriarche and the entire CGIB community. This is the preeminent group for education and sharing in the group benefits space.
 
Second, thanks to our editor, Jo Tong. Jo takes care of both audio and video editing.
 
Finally, thanks to CGIB member Jordan Bulhoes, our inaugural guest, for providing original music for use in the show. The track we’re using is called “Hold Up” and features Jordan on all instruments and the singer of Jordan’s band, “Nice On”, providing vocals. Jordan can be found at Spotify under the artist name mish mash.
 
Remember to like and share the video! Leave a comment for us down below.

01 Designing Small Group Products

Jordan Bulhoes of BBD joins Dave and Jason for a discussion around the first renewal of the Catastrophic Health Insurance Plan.
Supplementary Materials:
CGIB CHIP PLAN RENEWAL
Benefits by Design
Sirius Benefits
Chambers of Commerce Group Insurance Plan
everybody wants to rule the world // tears for fears // cover
3 Aspects Of Identity Covering And How It Impacts Advisors’ Happiness At Work
CGIB CHIP Webinar
Nice On