Surviving a FSRAO Audit - CE Drive w/ Jason Watt S05E15

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

 

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