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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