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BridgeForce University | 2018 Compliance Meeting

You’re invited to the 2018 Compliance Meeting.

With regulators and carriers taking a much more active role in auditing, a compliant practice has never been more a priority. And the risks of not being ‘in compliance’ have never been greater.

  • Can you describe and demonstrate the steps of your needs-based sales process?
  • Have you implemented a letter of engagement?
  • Are you meeting the ‘reason why’ letter requirement?
As always, we offer you a chance to work hands-on with industry compliance professionals – bring your templates and your questions.
Plan to attend, to learn how compliance can protect you and your practice.

Locations & Dates:


March 20 | Windsor
Caesars Windsor
377 Riverside Drive East
Windsor (Map)
Time: 8:00am – 3:00pm
CE Credits: 4.5
Full agenda
Register

March 21 | Ingersoll
Elmhurst Inn
415 Harris Street,
Ingersoll (Map)
Time: 8:00am – 3:00pm
CE Credits: 4.5
Full agenda

March 27 | Woodbridge
Paramount Conference Venue
222 Rowntree Dairy Road, Woodbridge (Map)
Time: 8:00am – 3:00pm
CE Credits: 4.5
Full agenda

March 28 | Niagara
White Oaks Resort & Spa
253 Taylor Road
Niagara-on-the-Lake (Map)
Time: 8:00am – 3:00pm
CE Credits: 4.5
Full agenda

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