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