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.

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.

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.