EPISODE · Apr 26, 2023 · 1H 2M
Surviving a FSRAO Audit - CE Drive w/ Jason Watt S05E15
from CE Drive with Jason Watt · host cedrive
Surviving a FSRAO Audit - CE Drive w/ Jason Watt S05E15 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 Remember to like and share the video! Leave a comment for Jason Watt down below. Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education Follow us on social media: Facebook: https://www.facebook.com/BusinessCareerCollege/ LinkedIn: https://www.linkedin.com/company/business-career-college/ Twitter: https://twitter.com/BCCEdmonton
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Surviving a FSRAO Audit - CE Drive w/ Jason Watt S05E15
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